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View qualifications Louis in the spotlight Refer Louis

Meet Louis Maddison

At work

Louis joined PenLife in 2014, after a eureka moment of deciding he wanted to work in finance. He started as an apprentice and worked up to become a member of our Dedicated Support team, and is now a qualified Financial Planner! While he works formally as an Adviser, he’s also involved in lots of other aspects of the business; ranging from advising clients, training younger members of the admin team and streamlining processes, all the way to leadership programmes and general business development.

At home

Louis has now achieved his Diploma in Financial Planning which has freed up much of his time that used to be taken up with studying! He loves to go to festivals with friends and learning new skills – currently Skiing. He’s a keen traveller and took two months (thanks to his amazing bosses) out of work to see a large part of South East Asia back in 2016. Another hobby of his is testing his fitness through tackling extreme obstacle courses. So far he has conquered the Tough Mudder and Born Survivor assault courses.

The important stuff

All regulated financial advisers firms must be authorised by the Financial Conduct Authority (FCA) and therefore appear on their register. You can find PenLife’s entry here.

Furthermore, all advisers must have an up-to-date Statement of Professional Standing (SPS). This shows they are suitably qualified. You should be wary of any advisers who refuse to provide copies of their SPS. If you wish to see any copies, you can request this over the phone or via email using the information on the Contact Us page.

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