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

Redundancies 'likely' as Shackleton powers up with Hurst Point buy

Redundancies 'likely' as Shackleton powers up with Hurst Point buy

Deal to create £17.5bn AUMA business

Isabel Baxter
clock 18 May 2026 • 3 min read
Essex advice firm declared failed

Essex advice firm declared failed

Kapwealth is no longer trading

Isabel Baxter
clock 15 May 2026 • 2 min read
'Netflix for your finances': Money coaching startup targets advice gap

'Netflix for your finances': Money coaching startup targets advice gap

Jess Biggs launches Harman Wealth

Sophia Panayi
clock 13 May 2026 • 3 min read