Sun. Oct 6th, 2024

Punter Southall Aspire, a leading investment, savings and workplace pensions company, has appointed Peter Selby as its new Managing Director of Retail Advice to manage its fast-growing financial planning business.

Peter joins from Scottish Widows, where he was Strategic Relationship Manager and enjoyed a successful 25-year career.

As Managing Director of Retail Advice, Peter will lead and develop the financial planning business and shape the design and implementation of the Punter Southall Aspire retail service proposition.

Peter brings over 30 years’ experience of working in intermediated Life, Pension and Investment sales. Over the years, he built an extensive network of personal, profitable and enduring relationships with leading Employee Benefits Consultants and Independent Financial Advisers across the UK – relationships he will leverage in his new role.

Punter Southall Aspire offers a fully integrated financial advice service and investment administration platform for both employers and individuals with access to a SIPP, master trust, ISA and general investment account, as well as wealth management solutions.

The company is fast growing. In June, the company acquired Oxford IFA firm – Focus Oxford – and it plans to acquire other IFA firms in the future and become a national personal financial planning business.

Steve Butler, CEO, Punter Southall Aspire said,

“Peter has deep knowledge and experience of the intermediated life, pensions and investment industry. He will be a real asset. He has  strong leadership skills and industry expertise and great connections with leading IFAs and Employee Benefits Consultants which will be hugely valuable as we continue our strategic growth plans.”

Commenting on his appointment, Peter Selby said,

“I am excited about driving forward Punter Southall Aspire’s financial planning business and shaping its retail service proposition. This new role perfectly combines my experience at Scottish Widows and my work with leading IFAs and Employee Benefits Consultants.”

“I have admired Punter Southall Aspire for some time. It is a truly innovative business, with a clear vision to change the financial planning and workplace pensions industry for the better. The business is supported by leading-edge technology and a wonderful team who are totally committed to making a real difference to people’s lives.”

By Editor