Group companies

Punter Southall Wealth is a chartered financial planning and wealth management firm providing expert, timely advice to high net worth individuals. The team advise on wealth distribution eg trusts, estates and inheritance tax planning and for important life changes.

By combining financial services expertise with the smart use of technology, Punter Southall Analytics helps corporates, trustees and consumers recover historical losses through mediation or formal litigation.

Psigma is dedicated to inflation-plus investing, a philosophy that grows and protects the real value of assets. The team builds long-term personal relationships, act with honesty and always do what is right for our clients.

CAMRADATA provide institutional investors, including pension funds, insurers and consultants with data and analysis to research and report on investments, enabling them to carry out rigorous, evidence-based assessments.

Stoneport is a consolidation solution for smaller defined benefit (DB) schemes looking to reduce costs whilst enhancing security and outcomes for their members.

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Punter Southall Aspire helps employers, trustees and private clients with employee benefits, workplace pensions and savings and individual financial advice.

Punter Southall Law is a consultancy law firm. Using the experience, skill and intellectual capital of senior business lawyers, the team deliver practical, innovative solutions to corporate and commercial legal issues faced by companies and their owners.

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Guardian is a brand with a long history, from helping to protect families since 1821 to re-entering the market in 2018 intending to rethink and reinvent protection for the better. Guardian’s ambition is for every family to have protection in which they truly believe, through policies sold exclusively through financial advisers.

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