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

W1M adds £2bn in AUM with Vermeer Partners acquisition

W1M adds £2bn in AUM with Vermeer Partners acquisition

Deal expected to complete in the spring

Isabel Baxter
clock 13 January 2026 • 2 min read
Quilter partners with Standard Life to launch smoothed funds

Quilter partners with Standard Life to launch smoothed funds

Available for advisers on the Quilter platform

Isabel Baxter
clock 12 January 2026 • 2 min read
Cooper Parry Wealth acquires Chartered financial planning firm

Cooper Parry Wealth acquires Chartered financial planning firm

Snaps up Gem & Co

Isabel Baxter
clock 12 January 2026 • 2 min read