Punter Southall Aspire continues to expand with a new chartered financial planner at its Poole office.
Josh Gordon joins as a principal from Mercer, where he spent over seven years advising private clients. Prior to this, he worked for NatWest.
Josh says, “Punter Southall Aspire is a modern, forward thinking, financial planning business with ambitions to become a leading national player. This attracted me to the role, as I want to be part of this exciting growth journey.
“The demand for wealth management advice from high-net worth individuals and businesses has increased significantly in recent years and I look forward to helping clients plan effectively for the future.”
Josh has many years’ experience of advising on wealth management issues – from tax mitigation and retirement options to longer term financial planning. Along with six other financial planners based in Poole, he will advise a growing number of individual and corporate clients.
His appointment follows two other recent financial planner hires and the business is seeking further recruits.
Bryan Parkinson, Managing Director, Financial Planning, Punter Southall Aspire, says, “We are delighted to welcome Josh Gordon. As an experienced Chartered Financial Planner, he will add value to our clients and support them on broad range of wealth management issues. As a principal, he will also help develop and grow the Poole office moving forward”
For more information visit: www.psaspire.com