On winning 'Best Financial Advisers to Work for' - Pen-Life Associates

2019 Survey now open

clock • 3 min read

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, no-nonsense advice and are Yorkshire's only Chartered Financial Planners also to hold a British Kite Mark accreditation. What might staff pick out as three things the company does for them that they love? The company's working environment and culture; flexible working hours; and staff feeling valued and supported in both their careers and personal development. To regis...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Companies

Rosemount adds 16 advisers to network in third quarter

Rosemount adds 16 advisers to network in third quarter

Network posts net growth of 23.5%

Isabel Baxter
clock 07 November 2025 • 2 min read
Verso transfers investment management arm custody to Third Financial

Verso transfers investment management arm custody to Third Financial

Extends partnership with Nucleus in a five-year deal

Isabel Baxter
clock 06 November 2025 • 1 min read
Titan in 'strong position' to integrate IWP within four months

Titan in 'strong position' to integrate IWP within four months

Co-CEOs Fearon and Kaberry on getting the IWP integration ‘right’

Isabel Baxter
clock 05 November 2025 • 2 min read