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
FCA orders Tilney and S&W to rethink terms of £45bn merger
'Number of issues' found
Lumin Wealth hopes to acquire 'at least two' firms in 2020
Following recent acquisitions
Quilter completes £445m sale of assurance business
The sale of Quilter's life assurance business to ReAssure has been confirmed.
Armchair Critic: Behavioural management in bite-sized chunks
Company decision making is rarely rational
More news
Money and Pensions Service confirms permanent CEO
Caroline Siarkiewicz has been appointed as chief executive of the Money and Pensions Service (Maps) after seven months in the position on a temporary basis.
Chris Bredin: How platforms are innovating
Five innovations
Charles Derby Group rebranded as Quilter
Following 2019 acquisition
Another advice firm with SIPP complaints falls into FSCS
14 claims against it
