Women in Financial Advice Awards – Pensionlite Finalists

We’re proud to announce that Sharon Purewal and Lorna Young, two of our Directors, have reached the finals of the Women in Financial Advice Awards 2020. This reflects the commitment they have both made to the company in making sure our high standards are maintained, and in many cases redefined in response to our clients’ feedback. The two finalists from Pensionlite will join some of the most successful women in financial services at the award ceremony that will take place in late

Pensionlite, a Member of the UK’s Top Financial Advisers Network, Quilter

We’re proud to be part of Quilter which this year achieved first place in the Financial Times Top 100 Financial Advisers list. The list takes into account many different aspects of success such as the growth rate of the advice business, how well-qualified the advisers are, how investment choices have influenced performance and more. Managing Director Mike Shaw is delighted with this news: “It’s great to be part of a successful group and gives

An amazing year so far

It’s been a fantastic year so far for Pensionlite. Not only have we added to our team with more experienced advisers and paraplanners but we have raised nearly £7,000 for charity. All year our 12 months of charity campaign has seen us take on various physical challenges and events, including a 24-hour indoor rowathon, riding across Britain from Whitehaven to Newcastle and a hike across the picturesque Long Mynd. We have been supporting five amazing local charities; Hope House,