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,...
'Number of issues' found
Following recent acquisitions
The sale of Quilter's life assurance business to ReAssure has been confirmed.
Company decision making is rarely rational
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.
Following 2019 acquisition
14 claims against it