Punter Southall Wealth

Punter Southall Wealth Employee Directory

Financial ServicesEngland, United Kingdom51-200 Employees

Please note that following Government advice, all our staff are now working from home and fully operational online.

We ask you to please avoid sending post to our offices for the time being, and instead make use of email and scanned documents where possible.

About us:

We’re a chartered financial planning and wealth management firm composed of teams of Planners, Investment Managers, Paraplanners and Client Service Administrators who help create more secure financial futures for our clients.

By building and nurturing a long-lasting relationship, we’ll be with you at every stage of your financial journey, helping you achieve growth and security along the way.

We belong to Punter Southall, a group of companies that provide expertise in workplace savings, health and protection, and financial data.

Careers:

If you're looking to join a financial services firm that provides clients with thoughtful, valuable, detail-oriented financial planning and investment management solutions, superior customer service, and expert advice, you should consider joining us. We’re always happy to hear from qualified and experienced Planners, Investment Managers, Paraplanners, and Client Service Administrators who share the same ambitions for our clients.

We have offices in central London, Guildford, Birmingham, Newcastle and Edinburgh, all in convenient locations. The salary and benefits we offer are attractive and competitive, and we firmly believe in a good work/life balance. 

The roles we currently have available are listed on our Group’s careers website, along with roles in the other firms belonging to the Group, which can be found here:  http://www.puntersouthallgroup.com/careers/

Find Punter Southall Wealth employees' phone numbers or email addresses

Punter Southall Wealth Global Highlights

Location
Employees

Europe
78

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  • United Kingdom Of Great Britain And Northern Ireland
    76
  • Netherlands
    2

Africa
1

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  • Libya
    1

North America
1

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  • United States Of America
    1

Oceania
1

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  • Australia
    1

South America
1

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  • Brazil
    1

Punter Southall Wealth's Leadership

  • Stylized image of a person
    C. L.
    Head Of Paraplanning
    Phone icon
  • Stylized image of a person
    L. L.
    Head Of EVOLve
    Phone icon
  • Stylized image of a person
    T. C.
    Head Of Midlands
    Phone icon
  • Stylized image of a person
    G. T.
    Chairman
    Phone icon
  • Stylized image of a person
    J. S.
    Director
    Phone icon
  • Stylized image of a person
    S. W.
    Marketing Director
    Phone icon
  • Stylized image of a person
    J. S.
    Investment Manager
    Phone icon
  • Stylized image of a person
    L. W.
    Risk Operations Manager
    Phone icon

Punter Southall Wealth Employee Metrics

100%
50%
0%
2024
2023
  • Administrative
  • Consultant
  • Finance
  • Operations
  • Program & Project Management
  • Other
  • Accounting

Contact profiles from Punter Southall Wealth

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    G. T.
    Chairman
    Phone icon
    United KingdomSurrey
    Sep 19, 2024
  • Stylized image of a person
    C. L.
    Head Of Paraplanning
    Phone icon
    Feb 19, 2024
  • Stylized image of a person
    L. L.
    Head Of EVOLve
    Phone icon
    United KingdomEngland
    Sep 15, 2024
  • Stylized image of a person
    T. C.
    Head Of Midlands
    Phone icon
    United KingdomBirmingham
    Oct 17, 2024
  • Stylized image of a person
    J. S.
    Director
    Phone icon
    UNITED KINGDOMLondon
    Oct 31, 2023
  • Stylized image of a person
    S. W.
    Marketing Director
    Phone icon
    United Kingdom
    Nov 05, 2024
  • Stylized image of a person
    J. S.
    Investment Manager
    Phone icon
    UNITED KINGDOM
    Apr 10, 2023
  • Stylized image of a person
    L. W.
    Risk Operations Manager
    Phone icon
    United KingdomKent
    Feb 24, 2024
  • Stylized image of a person
    L. C.
    Client Services Manager
    Phone icon
    United KingdomEngland
    Sep 12, 2024
  • Stylized image of a person
    M. H.
    Delivery Manager
    Phone icon
    UNITED KINGDOMLondon
    Oct 31, 2023

Frequently Asked Questions

What is Punter Southall Wealth known for?

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Punter Southall Wealth was founded in 2019 operates in the Financial Services industry. The company's main headquarters is located in 11 Strand London, England WC2N 5HR GB; you can contact the main corporate office by phone at . Explore Punter Southall Wealth's company overview page for more information.

What is Punter Southall Wealth's most common email format?

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Punter Southall Wealth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Punter Southall Wealth email formats with LeadIQ.

How many employees does Punter Southall Wealth have currently?

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Punter Southall Wealth has approximately 111 employees as of January 2022. These team members are located across 5 continents, including EuropeAfricaNorth America.

Who are Punter Southall Wealth's key employees and leadership?

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As of January 2022, Punter Southall Wealth's key employees include:

  • Head Of Paraplanning: C. L.
  • Head Of EVOLve: L. L.
  • Head Of Midlands: T. C.
  • Chairman: G. T.
  • Director: J. S.

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