Wealth & finance International - Wealth & Money Management Awards 2015

www.wealthandfinance-intl.com 25 Award for Innovation in Inheritance Tax Services – UK & Sustained Excellence in Financial Planning - Yorkshire Pen-Life have been around for over 30 years, and during that time they’ve had one objective – ‘to increase our clients’ wealth and protect it from greedy bankers, crazy governments, desperate authorities and other legalised robbers. ‘ They offer the full spectrum of financial advice, from protecting loved ones to making sure your money lasts as long as you do and that anything left over ‘ends up with your family and not the tax man.’ We spoke to them to find out more. Company: PenLife Associates, Chartered Financial Planners Name: Julie Wilson, FPFS Email: [email protected] Web Address: www.pen-life.co.uk Address: 3 Tudor Court, Opus Avenue, York YO26 6RS Telephone: 01904 829714 When dealing with something as important as people’s finances and money management, there are three key aspects we focus on. 1) We spend a considerable amount of time and resources on achiev- ing external accreditations and awards - such as the Chartered status and the British Kite Mark BS 8577 so clients can be sure they are dealing with a company at the very top in terms of professional- ism and ethics 2) We focus on clients. We listen to our clients and we react to their needs. We never forget that we are the custodians of their financial future. 3) We spend a considerable amount of time and resources on getting our message out to as many people as possible. Too many people allow themselves to be bullied by the banks, the regulators, the Government and other legalised robbers. We help them fight back to keep their money in their family. We encourage all our advisers to study for higher qualifications and give them the time and resources for personal development. We have robust development plans to ensure that every individual within our organisation becomes the best they can be. Furthermore, we encourage our clients to engage with us so we can continually improve our service. We regularly survey our clients regarding service and respond to their feedback. They also have a platform to engage with us via a “Have your say” section in our monthly newsletter and via responding to our regular blogs and con- tent via social media. We believe that integrity is at the heart of any business and that by un- derstanding our clients and working in partnership with them we provide more value than any other profession on the planet by helping them achieve their goals and protect their wealth from hostile attacks We treat every customer as a Very Important Person. We do what we say we’ll do. We show a genuine interest in them and their families and we include them in our company development plans. And we go the extra mile. We develop emotional connection with our clients, which leads to a steady stream of referrals and an enviable client retention record. In a world of complex and conflicting information it can be difficult to know who to turn to when you need help to make smart decisions. That’s why we go out of our way to get independent accreditations and awards, so clients can be assured they are dealing with advisers with the very highest standards of ethics, advice and client care. We are partic- ularly proud to have been give the award for Innovations in Inheritance Tax Services as we’ve worked hard to forge a niche in this important and increasingly complex area.