The recent achievements that validate our commitment to exceptional client outcomes
Here are just some of the awards and nominations we have received from nationally-recognised financial award bodies.
New Model Adviser Top 100
We’ve been part of New Model Adviser’s Top 100 Advice Firms in the UK for three years running. We always strive for excellence within our sector, and this prestigious accolade is one we hope to retain for years to come.
Professional Adviser’s 12 best firms to work for 2018
We were one of only 12 firms to make the grade in Professional Adviser’s ‘Best Firms to Work For’ 2018 award. Our commitment to our team’s wellbeing, both at work and at home, means we provide numerous schemes, such as Perkbox, Simplyhealth, pension and gym membership, to help our team feel valued and supported.
Money Marketing Awards Finalist 2018
We’re proud to have been shortlisted finalists in Money Marketing’s ‘Adviser Firm of the Year’ category for 2018. Being nominated is validation of everything we try to achieve here at PenLife; client outcomes being at the heart of it all.
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.