The reasons you can rest assured you’re receiving the very highest standards of advice and service
In a world of complex and conflicting information, it can be difficult to know who to turn to for financial advice.
We go out of our way to get independent accreditations, which means you can be reassured you’re dealing with advisers with the very highest standards of advice and client care.
Here are some of the accreditations that make us stand out from the crowd:
We were one of the first practises in Yorkshire to earn Chartered status from the Chartered Insurance Institute (CII), which demonstrates professional commitment to raising standards of knowledge, capability and ethical practice.
British Kite Mark BS8577
BS8577 is awarded to financial planning firms who can demonstrate they have the operational framework to deliver a first-class service to their clients. We believe we were the first financial planning practice in Yorkshire to hold both the Chartered status and hold a BS8577 British Kite Mark.
The Director of PenLife, Julie Wilson, holds this certification. ISO22222 Certification is the only international quality standard for providing personal financial planning. This internationally-agreed certification is the benchmark for global standards of ethical conduct, competence and experience.
Pension Transfer Gold Standard
We have recently obtained the Pension Transfer Gold Standard award. Financial advice firms who adopt and promote this standard adhere to a set of principles. As a result you can be confident that you are dealing with an ethical adviser and professional advice firm that has your best interests at heart when receiving financial advice in relation to whether or not you should transfer your pension.
What our clients say
"I have found my adviser warm, approachable, knowledgeable and accommodating. I know that I can contact her with any enquiries and they will be dealt with promptly and efficiently. "
"If you want to feel totally confident and secure in the knowledge that your personal finances are in expert hands, look no further. We know from our own experiences over 35 years that PenLife are outstanding in all respects."
"Thank you for all the advice you gave me. It came just at the right time. Everything is in place and the whole family is financially sound and settled. This couldn't have happened without your very well-timed intervention. I can't thank you enough."
"Very happy with the service I have received. I have already recommended PenLife to friends and family."
"Everyone I have dealt with has always been really helpful and answered any questions I have had in a timely manner. I have already recommended you to friends and colleagues, so hopefully they will be in touch. Many thanks for all your help."
"Everyone has been so friendly. Thank you."
"I've already recommend PenLife to a friend."
"I have been extremely impressed with how PenLife have been so easy to deal with. They have explained everything in a very uncomplicated way so that I can maximise my investments for the future."
"PenLife have a friendly, professional approach with no jargon. Everything is explained in plain English!"
"Everyone was so pleasant and friendly when you entered the office reception. We felt we were real people and not just numbers. Thank you to all."
"Ricardo was extremely helpful. He really understood our needs and had excellent suggestions and information. He has made us feel more confident and knowledgeable."
It’s all about developing relationships
We’re here to be your trusted adviser and guide. We’d love to arrange a no-obligation chat with you, over the phone or over a coffee.
Get in touch
Got a question about financial matters? We’re here to help.