On winning 'Best Financial Advisers to Work for' - Pen-Life Associates
2019 Survey now open
York-based Pen-Life Associates was one of just 12 companies to make the grade in PA's 2018 'Best Financial Advisers To Work For' survey. Here the firm offers an insight into how it did so and what the accolade means
Briefly, how would you describe the service you offer? To provide face-to-face financial planning, which includes advice on protection, pensions, investments and tax planning. We pride ourselves on straight-talking,...
More on Companies
First Wealth becomes 'B Corp' certified during pandemic
'We aim to disrupt this industry to its core'
Fiducia Wealth Management completes management buyout
'Future looks bright'
Openwork launches first graduate trainee scheme
Open to 25 graduates
Lowes Financial Management launches adviser training academy
Starting end of October
M&G Wealth Management's Montgomery: Our model is primed for future growth
'We feel we can continue to grow in the future'
More news
Simon Goldthorpe: Six 'lockdown habits' advisers should keep
Whether it's because we had to or wanted to, lockdown gave us all the opportunity to do things differently. But which of these new habits are likely to remain part of everyday life? Simon Goldthorpe shares his thoughts...
Insistent client DB transfer ends in FOS complaint against Chase de Vere
Transfer did not proceed
Clemence Chatelin: Advising on impact investing
UN's 17 social development goals
Struggling GAM reports more outflows
Expects market to 'remain volatile'
State pension to rise 2.5% with triple lock in 2021/22; lifetime allowance up 0.5%
2.5% widely expected
