Punter Southall acquires Dorset advice firm

Adds 24 staff, three offices and £275m AUA

Hannah Godfrey
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"The deal will benefit our clients in many ways, offering greater levels of resources and more investment" - Coleman's Simon Fisher
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"The deal will benefit our clients in many ways, offering greater levels of resources and more investment" - Coleman's Simon Fisher

Punter Southall Aspire has acquired Dorset-based adviser firm Coleman Financial Services, expanding its client portfolio in the south of England.

The acquisition will add £275m of assets under advice (AUA) to Punter Southall Aspire, as well as a team of 24 staff based at offices in Poole, Exeter and Southampton. Coleman Financial Services offers...

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