The workplace pensions and advisory firm says that acquiring Focus Oxford will enable it to expand its retail advisory arm. The acquisition has been renamed Punter Southall Focus.
Punter Southall Focus offers what it describes as, “Next generation Financial Planning for private clients.”
The firm has a financial advice service for employers and individuals focusing on pensions, pension master trusts, mortgages, ISAs and general investment and wealth management solutions.
Focus Oxford has been offering bespoke financial advice in all aspects of Financial Planning including pensions, investments, mortgages and life assurance to private and corporate clients for 27 years.
Steve Butler, chief executive, Punter Southall Aspire, said: “We are delighted to have completed the acquisition of Focus Oxford LLP, a well-established business that shares our values and vision for making savings and investments less complex and more accessible for everyone.
“This is one of several acquisitions we plan to make over the next few years in the retail finance space that will enhance our proposition for individuals and employers and enable us to deliver financial advice and education in an effective and meaningful way.”