We have a couple of new faces in the PenLife Team. We have taken on two new Advisers after really taking our time to find the right people to fit in with the PenLife team. Everyone, please meet Craig and James. They have been with us now since January 2022, and we know we’ve made the right decision because we can’t remember a time without them. They’ve been busy getting up to speed with the ways of PenLife and are in the process of introducing themselves to the clients they’ll be looking after going forward.
We thought it would be nice to introduce them properly to everyone now they’ve settled in.
Craig previously worked as an Independent Financial Adviser for Moneyweb Ltd in Scarborough but moved across to J. Illingworth & Company Ltd when he came to live in York a few years ago.
Craig enjoys a leisurely round of golf and on occasion you may see him rowing on the River Ouse.
Since arriving at PenLife he’s thrown himself into the developmental part of the role and is already studying for his second Chartered level exam, the expectation is that he will reach Chartered Status early next year which will be an amazing achievement in such a short time.
If you were stranded on a Desert island, who would you want with you? Maybe Ben Fogle so I could star on ‘New Lives In the Wild’.
Where/what was your first job? I enjoyed spending my summers on a boating lake in Scarborough, helping tourists on and off Pedalos, Canoes and Rowing Boats.
What’s the best gift you’ve ever been given? I’m not sure, but I do like to receive a good book!
What’s your favourite food? I love Indian food, but I will try anything.
What never fails to make you laugh? Talking about memories with family and friends!
James has worked in Financial Services for over 8 years and his previous role was as a Financial Adviser at St James’ Place Wealth Management across in West Yorkshire.
He loves traveling to new countries, meeting different people and experiencing different cultures but also enjoys time at home with his partner and sausage dog.
James has also been studying away and with one exam to go and should reach Chartered Status later this year.
If you were stranded on a Desert island, who would you want with you? David Attenborough so he could narrate on the wildlife on the island.
Where/what was your first job? Stacking the beer, wine and spirit shelves at Asda whilst at college.
What’s the best gift you’ve ever been given? A watch from a friend I met traveling.
What’s your favourite food? A Sunday roast dinner
What never fails to make you laugh? Anything Ricky Gervais says
We’re thrilled to have them both on board. If you have any questions or queries about your financial or lifestyle journey, please feel free to email email@example.com, or alternatively, call us on 01904 661140. We cannot guarantee that you will be working with Craig or James, but we have an array of fantastic financial planners who have all of the relevant qualifications and expertise to help you with your queries.