Chartered Financial Planners, PenLife Associates, Celebrate Yorkshire Financial…

Chartered Financial Planners, PenLife Associates, Celebrate Yorkshire Financial Awards 2024 Win

York based Chartered Financial Planners, PenLife Associates, clinched the esteemed title of Customer Service Team of the Year at the recent Yorkshire Financial Awards 2024.

The accolade was accepted on behalf of the PenLife team by Director, Nina Wright, and Marketing Co-ordinator, Carolyn Myers.

The judging panel explained their rationale for selecting PenLife for this award:

 “The winner of Customer Service Team of the Year has an unwavering commitment to personalised customer care. This is demonstrated through personalised touchpoints, milestone celebrations, and even support during tough times like bereavement and the pandemic.

The team’s dedication to improvement, extensive experience, and innovative use of technology ensure that clients receive unparalleled service, setting them apart from the competition.”

Expressing her delight at the win, Nina Wright, PenLife Director, remarked, “We are thrilled to receive this regional award, acknowledging each member of our team for their contribution to delivering exceptional customer service. With over 30,000 financial services professionals in Yorkshire, we take great pride in being an integral part of this vibrant community.”

Chair of the judging panel, Hannah Daniel, extended congratulations to all finalists and winners, “I want to offer my congratulations to all the finalists and, of course, to the winners on your accomplishments. The level of ambition and dedication to providing good outcomes for clients was evident in your entries.

“You really are a credit to the Yorkshire Financial Services industry, which now represents 9% of the Yorkshire economy and growing. It is fantastic to see the high quality of practitioners in the region and I am very proud to be part of it.”