Punter Southall Acquires Coleman Financial Services

February 11, 2019

On January 21, 2019, Punter Southall Aspire announced that it had acquired Coleman Financial Services Ltd.

Terms of the deal were not disclosed.

Coleman Financial Services Ltd. is a Dorset-based financial advisory firm offering financial advice to corporate and retail clients, including tax and trusts planning, wealth management, and pension and retirement planning. It has approximately £275 million in assets under advisement.

Punter Southall Aspire is a United Kingdom-based investment, savings and financial planning business. It offers pension consultancy, workplace savings and individual financial advice for employers, trustees and private clients. It is part of the Punter Southall Group, which has approximately £4 billion in assets under advisement.

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