Focus Oxford LLP, an award-winning Oxford-based independent financial advisory firm, has announced its intention to merge with Punter Southall Aspire, a leading UK workplace pensions and savings company, which is part of the Punter Southall Group.
Focus Oxford has been offering bespoke financial advice in all aspects of financial planning including pensions, investments, mortgages and life assurance to private and corporate clients over the past 27 years.
Becoming part of Punter Southall Aspire will provide Focus Oxford with greater economies of scale and the ability to offer clients even greater levels of investment and wealth management solutions. The integration of the businesses will be completed by May this year.
Currently, Punter Southall Aspire offers pensions governance, investment and communications expertise within a technology-led business. The deal will enable the firm to grow its retail advisory arm and offer a fully integrated financial advice service for employers and individuals focusing on pensions, pension master trusts, mortgages, ISAs and general investment and wealth management solutions across all tax wrappers.
Gary Hunt, Founding Partner at Focus Oxford said, “Following due and careful consideration, we are pleased to announce Focus Oxford will become part of Punter Southall Aspire. Our businesses offer complementary services and our clients will benefit from our being part of a larger financial services company.
“We also share the same ambitions – to improve the quality and accessibility of financial advice for individuals and employers and help them achieve better financial outcomes. We want to reassure our clients that it will be business as usual and that we will continue to look after them from our Seacourt Tower office in Oxford.”
Steve Butler, CEO, Punter Southall Aspire said, “Focus Oxford LLP is a well-run and established business, with high quality financial advisers who share our values and our vision for making savings and investments less complex and more accessible for everyone. This deal will give us a complete proposition for individuals and employers – the ability to deliver financial advice and education in a range of ways, from face to face meetings, through to telephone and online consultations.”
About Focus Oxford LLP
Established in 1990 and based in Oxford, Focus Oxford LLP is a firm of Independent Financial Advisers. The company is bound by a strong commitment to the principles of independence, excellence of service and quality solutions provided for both private and corporate clients. It is regulated directly by the Financial Conduct Authority. It offers independent advice providing a complete solution that gives clients total piece of mind.
About Punter Southall Aspire
Punter Southall Aspire is a leading UK workplace pensions and savings business that brings together governance, investment and communications expertise within a technology-led business. Through the company’s regional UK offices, it works with over 800 employers, designing and managing solutions that meet their unique needs.
Punter Southall Aspire is part of the Punter Southall Group, which is proudly independent and majority employee-owned.
Punter Southall Aspire has:
- Number of schemes: c. 1,250
- Assets under management: c. £3.5 billion
- Number of members: c.200,000
- Number of employees: 81