Bringing you live news and features since 2006 

Punter Southall to buy Focus Oxford

RELATED TOPICS​

The UK workplace savings and pension business Punter Southall Aspire is to purchase Oxford-based independent financial advisory firm Focus Oxford LLP.

The company writes that this deal, expected to be completed by May 2018, will be the first in a series of planned acquisitions of IFA firms to grow the company’s retail advisory arm and support the development of its new investment administration platform – myAspire.

Founded in 1990, Focus Oxford offers bespoke financial advice in all aspects of financial planning including pensions, investments, mortgages and life assurance.  The company comprises of 19 employees including six regulated advisers, supported by an experienced team of paraplanners, life and pension administrators and office administrators.

The company writes that the purchase will enable Punter Southall Aspire to develop its retail advisory business 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.

Steve Butler, CEO, Punter Southall Aspire says: “Focus Oxford LLP is a well-run and established business with high quality financial advisers who share our values and 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.

“This purchase is key to our business strategy. We plan to grow our retail advice business significantly in the next few years and hope this will be the first of several acquisitions of IFAs. It will enable us to build assets on our investment platform and provide our clients with first class financial and investment solutions that will support their retirement planning.”

Gary Hunt, Founding Partner at Focus Oxford says: “We are looking forward to becoming part of Punter Southall Aspire. The company’s growth has been rapid and impressive. We share the same ambitions – to improve the quality and accessibility of financial advice for individuals and employers and help them achieve better financial outcomes.”
 

Latest News

Raymond James Investment Management plans to launch an ETF product platform in 2025 to support strong client demand in alignment..
Aniket Ullal, Director of ETF Data and Research at CFRA Research, has written a note looking at ETFs with exposure..
Tradeweb reports the following data derived from trading activity on the Tradeweb Markets institutional European- and US-listed ETF platforms...
iShares writes that its assets under management have reached USD4 trillion. The firm says this comes off the back of..

Related Articles

Scott Kefer, VictoryEx Capital Holdings
Bailey McCann writes that active ETFs are capturing investor interest, according to the latest data from Morningstar, which finds that...
Chris Lo, Columbia Threadneedle
In a recent insight on India by Columbia Threadneedle Investments, the firm reports that the country’s economic reforms, which aim...
With an election on the horizon in the United States a group of ETFs is poised to capture investments on...
Robot worker
Qraft Technologies, based in South Korea, specialises in the use of AI in security selection and portfolio construction....
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by