The company says this accolade is the gold standard of excellence in the UK financial planning profession. It confirms that PenLife has met the highest levels of ethical, professional, and technical standards.
Every firm that holds Chartered status adheres to an ethical code that underpins broader commitments to professional values.
These commitments include putting customers’ interests first, investing in ongoing development of their people’s technical skills and knowledge, plus supporting wider initiatives that benefit society as well as the growth of the profession.
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Matthew Hill, Chief Executive at the CII Group, said: “By achieving corporate Chartered status, PenLife Associates has made a public declaration to professional standards, and has committed to upholding the Chartered Ethos of nurturing knowledge, client centricity and serving society.”
Tom Hughes, PenLife , said: “Chartered status is more than a title, it’s a public declaration of our commitment to professionalism, integrity, and putting clients first.
“It reflects the values we’ve built our business on and demonstrates to our clients that they are in safe, expert hands.”
Penlife Associates started on Bishopthorpe Road in 1984 and since then has grown, winning accolades along the way, including Corporate Chartered Financial planner status in 2009.
In 2021, Julie Wilson, Andrew Richardson and Phil Mutter, the firm’s then directors, stepped back and the company became an Employee-Owned Trust.
Today, PenLife has 26 staff headed up by Directors, Deb Jacobs, Tom Hughes and Nina Wright. It is based at Tudor Court at Opus Avenue, Poppleton.
The company is also a finalist in this year’s York Press Business Awards in the Employer of the Year category.