January 26, 2021

Punter Southall Aspire appoints Bryan Parkinson as Managing Director, Financial Planning

Punter Southall Aspire has appointed Bryan Parkinson as its new Managing Director of Financial Planning to lead, develop and grow its financial planning business.

Bryan brings to Punter Southall Aspire over 30 years’ experience gained in the financial planning industry.  He joins from Gallagher Benefits Services UK, where he was Managing Director of Wealth.

During his career Bryan has held several senior positions at firms including Standard Life, where he was Chief Executive of Standard Life Client Management Ltd, Barclays Wealth, where he was Head of Private Clients and Towergate Financial, where he was Managing Director. His experience includes managing business turnarounds and successfully managing and growing new business ventures.

In the past two years, Punter Southall Aspire has expanded its financial planning business in the UK through organic growth and several acquisitions of well-established regional financial planning firms including Focus Oxford LLP, JDP Financial Services in Bedford and Coleman Financial Services Limited in Dorset.

In his new role, Bryan will build on the firm’s success to date and further grow and expand the business organically and through acquisitions.

Bryan said, “I have known and respected Punter Southall throughout my career and so I am delighted to join Punter Southall Aspire. My new role will be exciting as they are an ambitious company, who are driving market innovation. They have a highly experienced team of financial planners in a number of UK regions who are supported by cutting-edge technology and can, therefore, serve their clients in the best possible way. As I am joining the firm relatively early into its growth journey, I am looking forward to using my experience to help accelerate its expansion.”

Steve Butler, CEO, Punter Southall Aspire said, “Bryan has a wealth of experience of managing financial planning businesses. He is very well respected and known in the industry and we are delighted to welcome him to Punter Southall Aspire.  His strong leadership skills, proven experience in business development and great connections will be invaluable to us as we continue to grow and develop in 2021.”

For more information visit: www.psaspire.com

 


About Punter Southall Aspire

Punter Southall Aspire is a major financial planning and retirement savings business, constantly finding new ways to transform people’s financial future.

Uniting employee benefits consultancy, workplace savings and individual financial advice, we work with employers, trustees and private clients through our 13 regional UK offices to design and manage solutions that meet their unique needs.

Punter Southall Aspire is part of the Punter Southall Group, which is proudly independent and majority employee owned.

Punter Southall Aspire has:

  • Number of schemes: c.1,250
  • Assets under Advice: c. £4.3 billion
  • Number of members: c.200,000
  • Number of employees: 140
  • Private clients c.1,600