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

PA Working Lunches: Register today to hear from Baillie Gifford

PA Working Lunches: Register today to hear from Baillie Gifford

Join us for an informative session worth one hour of CPD

Professional Adviser
clock 24 April 2024 • 1 min read
PA Asks: Is plugging the retirement support gap a job for the FCA?

PA Asks: Is plugging the retirement support gap a job for the FCA?

This week’s poll also looks at auto-enrolment and client interest in ESG

Professional Adviser
clock 23 April 2024 • 1 min read
Advice stalwart on why consolidation is a 'flawed business model'

Advice stalwart on why consolidation is a 'flawed business model'

‘We are in a period of deconsolidation and it will all unwind’

Isabel Baxter
clock 22 April 2024 • 5 min read