PenLife Associates is thrilled to announce the outstanding achievement of Financial Planner, Soyfur Rahman, who has recently earned Chartered status from the Chartered Insurance Institute (CII) alongside commemorating his two-year anniversary with the firm.
Chartered status represents a commitment to upholding the utmost standards of professionalism in financial planning including qualifications, ethics and professional development. Soyfur’s attainment of this prestigious status highlights his dedication to excellence in the financial services industry.
With over two decades of experience in financial advisory roles, Soyfur brings a wealth of expertise to PenLife Associates. His journey began in the esteemed Wealth Management division of NatWest Bank, where he honed his skills advising High Net Worth clients on intricate financial planning matters. Soyfur furthered his career as an 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.
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, 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.
“I’m thrilled to be part of the team at PenLife,” said Soyfur, highlighting the appeal of the firm’s longstanding chartered status in Yorkshire and its transition to an Employee-Owned Trust (EOT) in 2021. “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 went on to say, “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.
Reflecting on his professional journey, Soyfur expressed his committed to providing the best possible outcomes and building lasting relationships with clients. “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.”
Outside of his professional pursuits, Soyfur is an avid sports enthusiast, with a particular fondness for football, coaching a local under-14 football team on weekends. He also enjoys spending quality time outdoors with his adventurous family, exploring the scenic landscapes of the Lake District through hiking and biking.
“Soyfur’s wealth of experience and dedication to client satisfaction make him a valuable addition to our growing team,” commented Deb Jacobs, Director at PenLife. “He’s had a tremendous positive impact on our clients and colleagues alike, embodying our commitment to excellence in financial advisory services.”
