Meet Louis Maddison
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!
Louis loves to see live music with friends, take ride outs on his motorbike in the sun, and learning new skills – most recently Skiing. He’s a keen traveller and took a two-month sabbatical out of work to explore South East Asia back in 2016. Another hobby of his is testing his fitness through tackling extreme obstacle courses. So far, he has conquered Tough Mudder, Spartan 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.