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

Ex-Verso WM duo set up 'values-led' North West advice firm

Ex-Verso WM duo set up 'values-led' North West advice firm

Lydia Taft and Michael O’Neill launch Next Step Financial Planning

Sophia Panayi
clock 16 September 2026 • 2 min read
Fintel targets 35% margin as Plannr pipeline runs into thousands of licences

Fintel targets 35% margin as Plannr pipeline runs into thousands of licences

CEO Matt Timmins bullish on Plannr’s growth

Isabel Baxter
clock 15 September 2026 • 5 min read
Former Ascot Lloyd planning director launches advice firm

Former Ascot Lloyd planning director launches advice firm

Cera Taylor launches 123-Wealth

Sophia Panayi
clock 14 September 2026 • 2 min read