Transferring Punter Southall Wealth clients
We would welcome the opportunity to continue to advise you under our new firm and the transaction we have entered into allows us to deal with those clients we were the appointed adviser to within Punter Southall Wealth.
However, we do need your explicit permission to receive information from Punter Southall Wealth that will allow us to transition you to Colmore Partners.
By clicking this link an email will be created for you to send to us consenting to us receiving the information that we need to take you on.
You can read our privacy notice about how we will handle your data here. Rest assured that if you ultimately do decide to remain with Punter Southall Wealth for your financial planning that we will destroy all of the data that we have received.
Please do not hesitate to contact us if you have any questions.
Richard & Wendy.