February 23, 2024

South West News

South West News from Gloucestershire to Cornwall

Punter Southall Aspire grows its Chartered financial planning business

Punter Southall Aspire is strengthening its Chartered financial planning arm with senior appointments across the south of England.

Chartered financial planner Vince Molloy joins the team in Poole, Dorset. Previously at Threshold Financial Services, he has 20 years’ experience and is a specialist in areas including investment strategies, retirement planning, inheritance tax and succession planning.

Simon Ashby joins the team in Bedford. He will be supporting clients with pensions, retirement planning, investment, and inheritance tax planning. Over the last 20 years, he has worked for Mercer Private Wealth, Telford Mann, Santander and HSBC.

 

Both said they were attracted to Punter Southall Aspire because of its strong client portfolio, inclusive and friendly culture and its ongoing expansion.

Bryan Parkinson, Managing Director, Financial Planning at Punter Southall Aspire said: “We are delighted to welcome Vince and Simon to our growing financial planning teams – both are hugely talented individuals and have knowledge and expertise that will be of great value to our clients.”