Insights

Digital Retirement Planning Solution Punter Southall Group launched a digital retirement planning solution for businesses and employees, offering a potential sales opportunity to target companies looking to enhance their employee benefits packages.

Acquisition by Craven Street Wealth Group Acquired by Craven Street Wealth Group, Punter Southall Aspire presents a chance to explore collaboration opportunities with Craven Street Wealth Group's network and clients.

Asset Sale to Foster Denovo Group The sale of assets to Foster Denovo Group by Punter Southall Aspire opens doors for partnership discussions with Foster Denovo Group in the employee benefits sector.

Partnership with Corporate Adviser Collaborating with Corporate Adviser, Punter Southall Group can tap into a new segment of members interested in maximizing retirement benefits, providing a channel for lead generation and sales.

Strategic Partnership with Smart Pension Partnering with Smart Pension to launch a pension potential annuity comparison tool offers a unique opportunity to reach over 1 million members with innovative retirement planning solutions, creating potential sales channels.

Punter Southall Wealth Tech Stack

Punter Southall Wealth uses 8 technology products and services including Power BI, Gryphon, React, and more. Explore Punter Southall Wealth's tech stack below.

  • Power BI
    Business Intelligence
  • Gryphon
    Content Management System
  • React
    Javascript Frameworks
  • Axios
    Javascript Libraries
  • jQuery
    Javascript Libraries
  • HTTP/3
    Miscellaneous
  • Open Graph
    Miscellaneous
  • Facebook
    Widgets

Media & News

Punter Southall Wealth's Email Address Formats

Punter Southall Wealth uses at least 2 format(s):
Punter Southall Wealth Email FormatsExamplePercentage
first.last@psfm.comJohn.Doe@psfm.com
87%
last@psfm.comDoe@psfm.com
8%
first.middle@psfm.comJohn.Michael@psfm.com
2%
first@psfm.comJohn@psfm.com
3%
first.last@puntersouthall.comJohn.Doe@puntersouthall.com
97%
last@puntersouthall.comDoe@puntersouthall.com
1%
first.l@puntersouthall.comJohn.D@puntersouthall.com
1%
f.last@puntersouthall.comJ.Doe@puntersouthall.com
1%

Frequently Asked Questions

Where is Punter Southall Wealth's headquarters located?

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Punter Southall Wealth's main headquarters is located at 11 Strand London, England WC2N 5HR GB. The company has employees across 4 continents, including EuropeAfricaSouth America.

What is Punter Southall Wealth's phone number?

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You can contact Punter Southall Wealth's main corporate office by phone at +44-4420332750. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Punter Southall Wealth's official website and social media links?

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Punter Southall Wealth's official website is puntersouthall.com and has social profiles on LinkedIn.

How much revenue does Punter Southall Wealth generate?

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As of January 2022, Punter Southall Wealth's annual revenue reached $15M.

What is Punter Southall Wealth's SIC code NAICS code?

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Punter Southall Wealth's SIC code is 2679 - Converted Paper and Paperboard Products, Not Elsewhere Classified NAICS code is 541990 - All Other Professional, Scientific, and Technical Services.

How many employees does Punter Southall Wealth have currently?

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As of January 2022, Punter Southall Wealth has approximately 111 employees across 4 continents, including EuropeAfricaSouth America. Key team members include Head Of Midlands: T. C.Head Of Paraplanning: C. A.Head Of EVOLve: L. L.. Explore Punter Southall Wealth's employee directory with LeadIQ.

What industry does Punter Southall Wealth belong to?

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Punter Southall Wealth operates in the Financial Services industry.

What technology does Punter Southall Wealth use?

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Punter Southall Wealth's tech stack includes Power BIGryphonReactAxiosjQueryHTTP/3Open GraphFacebook.

What is Punter Southall Wealth's email format?

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Punter Southall Wealth's email format typically follows the pattern of . Find more Punter Southall Wealth email formats with LeadIQ.

When was Punter Southall Wealth founded?

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Punter Southall Wealth was founded in 2019.
Punter Southall Wealth

Punter Southall Wealth

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/  

Section iconCompany Overview

Headquarters
11 Strand London, England WC2N 5HR GB
Phone number
+44-4420332750
SIC Code
2679 - Converted Paper and Paperboard Products, Not Elsewhere Classified
NAICS Code
541990 - All Other Professional, Scientific, and Technical Services
Founded
2019
Employees
51-200

Section iconFunding & Financials

  • $10M$50M

    Punter Southall Wealth's revenue is in the range of $10M$50M

Section iconFunding & Financials

  • $10M$50M

    Punter Southall Wealth's revenue is in the range of $10M$50M

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