PenLife Associates, a leading provider of independent financial advice, is proud to announce that it has been awarded the prestigious Chartered Financial Planning status by the Chartered Insurance Institute for the eighteenth consecutive year.
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.
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.”
“Chartered status is more than a title, it’s a public declaration of our commitment to professionalism, integrity, and putting clients first,” said Tom Hughes, PenLife Director. “It reflects the values we’ve built our business on and demonstrates to our clients that they are in safe, expert hands.”
Image provided by PenLife
