11:31am Saturday 20th August 2011
PEN-LIFE Chartered Financial Planners has not only survived a stormy time in the financial services industry.
The 25-year-old business, which employs 15 people at Clifton Park, York, has achieved Chartered status and launched Pen-Life Wealth Management in partnership with wealth managers St James’s Place, as well as continually investing in team development, and IT.
Julie Wilson, director, said: The group has seen an excellent start to 2011, with half-year results to June 2011 the best ever.”
The business has entered Small Business Of The Year.
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