Chartered Financial Planner
Louis joined PenLife in 2014, after a eureka moment of deciding he wanted to work in finance. He started as an apprentice and after several years of hard work, grit and dedication he progressed through the ranks, successfully qualifying as a Chartered Financial Planner at the age of 26! Specialising in retirement planning, including pension, investment and tax planning advice, Louis finds being able to make a real difference to people’s lives is the most rewarding part of the job. He loves the fact that each client is unique, one of the highlights of his role is understanding more about who they are as individuals, so that he can build financial plans to meet their aspirations. Louis is also involved in training younger members of the admin team and helping them on their financial services journey – a journey that Louis is very familiar with!