Welcome to the secure Punter Southall Wealth Investment Client Portal




COVID-19: An update to our clients


The health and safety of our clients and staff is of paramount importance to us. So, given the recent upward trend seen in the number of COVID-19 cases and the Government's latest guidance to work from home where possible, our colleagues in Punter Southall Wealth will be continuing with the working practices we put in place to protect both clients and staff in the run-up to Lockdown.

  • Our business offices in London, Guildford, Birmingham, Newcastle and Edinburgh will remain closed to clients until further notice.

  • The following items should not to be posted to any of our offices:
    • Cheques: we will not be able to process cheques, so please make all payments online via BACS
    • Application or account opening forms
    • Instructions, amendments or queries by letter

  • If you require assistance, please contact our Client Services team:
These measures will be maintained until such time as there is markedly better news concerning the pandemic and a significant relaxing in Government guidance. Fortunately, prior to the COVID-19 crisis, we had already taken significant steps to ensure we were well prepared to continue business in the event of an emergency. This has meant that during Lockdown, all our staff were easily able to work from home and indeed the transfer from office to home working has gone very smoothly with no business interruptions. Pleasingly the response from our clients has also been very positive. We appreciate that the next few months will not be easy for many people but we will endeavour to help both clients and staff in any way we can.

JOHN HOWARD-SMITH, CEO


Fraud Alert


There has been a rise in fraudsters who are impersonating financial services firms, including Punter Southall. They often use techniques such as creating fake websites, sending cloned e-mails that purport to be from a real firm and attempting to convince clients that the firm has changed its bank account details to encourage funds to be paid into the fraudster's own bank account.

We will never use our website to ask you to provide personal details to subscribe for services or to make payments to us. We will never use our website to ask you to subscribe for an investment opportunity. If you come across a website that purports to be Punter Southall that asks you to provide your personal details or to make a payment, it will be a fraudulent website that is not connected to Punter Southall, so please do not respond to it and speak to your adviser or investment manager, who will be able to help.

 
 
     
 
     
 
     
 
 

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020 3327 5457
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Punter Southall ranked in FTAdviser's Top 10 Financial Advisers
 
FTAdviser's Top 100 Financial Advisers list has recognised Punter Southall as one of the UK's very best, placing us 9th in their rankings.
 
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