Punter Southall acquires Chartered Financial Planner
- Monday, 08 October 2018
- Articles
Punter Southall Aspire, the investment and workplace pensions business, has acquired JDP Financial Services, a firm of independent Chartered Financial Planners based in Bedford, for an undisclosed sum.
Read more...Punter Southall Aspire completes acquisition of IFA
- Monday, 04 June 2018
- Articles
Punter Southall Aspire has completed its acquisition of Focus Oxford LLP, an Oxford-based Financial Planning firm, and has promised more deals to come.
Read more...Punter Southall takes stake in ‘digital executor’ business
- Tuesday, 08 May 2018
- Articles
Punter Southall Aspire, the investment and savings business, has made a ‘strategic investment’ in Lexikin Limited, a so-called ’digital executor’ business which helps clients store personal details of their life online.
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