Chartered Financial Planner Paul Bennett joins the firm as the new principal in the Poole office. 

He has 30 years of experience in financial services and joins from HSBC where he was the regional wealth planner responsible for the South of England and South Wales. He previously worked for Barclays and NatWest. 

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He will lead a team of 10 which includes six Financial Planners and provide advice to personal and corporate clients. 

Mr Bennett said: “We are seeing more demand from clients, both high net worth individuals and corporates.”

Chartered Financial Planner John-Paul Hamilton will add 20 years’ experience to the team in Oxford and provide holistic Financial Planning advice to clients, the firm says. He was formerly a partner at Prudential Financial Planning and has also worked at Critchleys Financial Planning in Oxford. 

Mr Hamilton is also an education ambassador for the Personal Finance Society for the Thames Valley region and presents to schools to help teenagers improve their financial awareness.

Bryan Parkinson, managing director, Financial Planning, Punter Southall Aspire, said: “Paul and John-Paul will draw on their experience and expertise to guide clients at all stages of their lives. We wish them every success in their new roles.”