It has promoted Danny Stiles to director, head of client servicing Financial Planning, a new role combining Financial Planning, administration and planning functions.  

He was formerly director of Financial Planning and client support. He is based in Poole and will lead the focus on delivering a more “integrated and efficient service” for clients. 

Adding to the team of Financial Planners with Chartered status is Lorraine Jones-Knott, based in Poole, who achieved the qualification while continuing to advise clients. 

Alison Regan has been promoted to director, head of client servicing, Employee Benefits, and will oversee client services following her role as director, client servicing (North), employee benefits. She is based in Edinburgh and is responsible for team development, work to meet client and business expectations and change management projects. 

Bryan Parkinson, managing director, Financial Planning at Punter Southall Aspire, said: “We have promoted Danny and Alison to oversee the evolution of our expanding business across the board for the benefit of both private and corporate clients.

“Chartered status means we’re recognised in going the extra distance for our Financial Planning clients. Well done, Lorraine, for her fantastic efforts which exemplify the first class service she and our colleagues deliver.”

Punter Southall Aspire provides consultancy on employee benefits for companies and its Financial Planning arm works with private clients and has achieved Chartered status. It is part of Punter Southall, which is majority employee-owned.

The firm has Assets under Advice of £4.3 billion, 140 staff and 1,600 private clients.