York-based PenLife Associates has announced Financial Planner Soyfur Rahman has earned Chartered status from the Chartered Insurance Institute (CII) and spent two years with the York-based firm.

Soyfur has worked in financial advice for over 20 years, starting in the Wealth Management division of NatWest Bank.

Then, he worked as a Independent Financial Adviser at Chase De Vere, specialising in serving the unique needs of medical professionals, particularly Doctors and Consultants, with a focus on areas such as NHS Pensions.

PenLife says one of Soyfur’s key strengths lies in his ability to deliver holistic financial planning tailored to each client’s unique circumstances.

With specialist technical knowledge in areas such as NHS Pensions, the firm says Soyfur is adept at distilling complex information into clear, understandable advice for clients.

Soyfur advises both personal and corporate clients across North and West Yorkshire with expertise in Inheritance Tax, investment, pension planning and protection.

Soyfur said: “I’m thrilled to be part of the team at PenLife. With the team having a stake in the firm’s success, there’s enhanced motivation to deliver exceptional service, fostering long-term client relationships built on mutual success and shared goals.”

He added: “The opportunity of working alongside individuals who possess deep technical knowledge and a genuine dedication to exceeding client expectations was another reason. I knew I wanted to be part of the team”

“Engaging with clients and understanding their needs is at the core of what I do. There’s nothing more fulfilling than knowing I’ve provided the best advice possible for my clients.”

Deb Jacobs, Director at PenLife said: "Soyfur’s wealth of experience and dedication to client satisfaction make him a valuable addition to our growing team.” 

“He’s had a tremendous positive impact on our clients and colleagues alike, embodying our commitment to excellence in financial advisory services.”