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Case Studies
Life Assurance
Pre & Post Retirement
Business Owners
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Punter Southall Aspire has been excellent throughout

The customer service and support was fantastic from everyone we dealt with at Punter Southall Focus. We are very happy with our Mortgage and Protection provisions.

We would certainly recommend Punter Southall Focus and look forward to continuing our relationship with the team in the future.

Thank you all.

- Ashley & Elizabeth Stocker


Phil Casey is a superb Financial Adviser

For the last 15 years I have received the most excellent service – the rate of the advice is matched by the excellent performance over my portfolio.

Phil Casey is a superb Financial Adviser.

- Jane Bevan, Managing Director, Firebird PR


Phil provided me with unbiased advice

Phil Rouse took the time to understand my retirement planning needs and listened to my concerns.

He provided me with unbiased advice to optimise my financial future.

- Margaret Drysdale


Excellent personal service throughout

Very personal service. Experience-based, detailed advice. Highly recommended.

- S. Coty


Clear, helpful mortgage advice

My girlfriend and I have just used Punter Southall Aspire for a mortgage application for our first home with one of the advisers, Ed Batty. He made everything very clear and easy to understand, was very efficient and extremely helpful in dealing with the third party selling the house. Have not got a bad word to say about any of the experience. Would definitely recommend.

- Sam U.

Financial Planning: How we help


Wealth management

Planning with a goal in mind is critical in today's complex financial world. We tailor solutions that match your future vision.


Life assurance

The right cover for you and your family helps to give you peace of mind, whatever life throws at you.



Mortgages can be complex and confusing. We'll equip you to find the right one for your next move or investment.

Find out more

Before retiring

The earlier you can start saving for retirement, the more you'll potentially benefit. We'll help you with every step.

get ahead

After retiring

Our financial planners make your money work for you once you've stepped back from working hard to earn it.


Passing on your wealth

We help you navigate the complexities of estate and inheritance tax (IHT) planning to help you dispose of your assets as you wish.

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