Punter Southall Aspire to acquire IFA as part of growth strategy

Completion due in April

Hannah Godfrey
clock • 1 min read

Workplace savings and pension business Punter Southall Aspire has announced its intention to purchase Oxford-based independent adviser firm Focus Oxford.

The deal, which is expected to be completed in April, is the first in a series of planned acquisitions of IFA firms to grow Punter Southall Aspire's retail advisory arm and support the development of its new investment administration platform, myAspire. Focus Oxford offers advice on all aspects of financial planning, including pensions, investments, mortgages and life assurance. The company has 19 employees, including six regulated advisers. Punter Southall Aspire could not confirm whether Focus Oxford would remain independent. It also declined to disclose any information surrounding ...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Carlyle emerges as buyer in Intelliflo takeover deal – report

Carlyle emerges as buyer in Intelliflo takeover deal – report

Private equity group Carlyle secures ownership of Intelliflo

Sahar Nazir
clock 20 August 2025 • 3 min read
Aberdeen sells financial planning arm to Ascot Lloyd

Aberdeen sells financial planning arm to Ascot Lloyd

Part of provider’s plan to simplify business

Jenna Brown
clock 20 August 2025 • 2 min read
Advisers urged to look beyond training academies

Advisers urged to look beyond training academies

‘Young people have a misunderstanding of opportunities a career in advice can hold’

Sahar Nazir
clock 20 August 2025 • 2 min read