Louis Maddison
PenLife Associates - Chartered Financial Planners
Minimum savings/pensions: Over £100,000
0330 038 8942
Based in York
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: January, 2022
4.9 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Louis is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Louis's status
Last checked: 06 May 2025
Louis is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Louis's status
14
Recent Client Reviews
Louis has received 14 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Louis has received 14 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 29 January 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
17
Qualifications Uploaded
Louis has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
17 qualification certificates available to view
Louis has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Louis has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Louis has provided information on their typical fees
Louis has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Checks carried out by VouchedFor
FCA status: Certified by Firm
Louis is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Louis's status
Last checked: 06 May 2025
Louis is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Louis's status
14
Recent Client Reviews
Louis has received 14 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Louis has received 14 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 29 January 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
17
Qualifications Uploaded
Louis has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
17 qualification certificates available to view
Louis has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Louis has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Louis has provided information on their typical fees
Louis has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
I am a Chartered Financial Planner, joining PenLife in 2014. Throughout this time I have gained a wealth of experience in all areas of financial planning, and am very experienced in all key areas such as pension/retirement advice, investments, Inheritance Tax planning, specialised investment solutions and protection. A key skill I have honed throughout my career is my ability to think outside of the box to create tailored solutions to address each individual client's needs and wants. I have a passion for meeting new people and helping them identify their key issues/concerns/objectives. I have lived in York all my life - moving between multiple towns/villages, but have now settled in Haxby. When I'm away from the office, I love a challenge, from skydiving, cliff jumping and off-roading. I play squash regularly and also love riding my motorbike across the country. The less tarmac involved the better.
Offers available through VouchedFor
Contact Louis through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Louis's clients
Based on responses provided by clients who have reviewed this adviser
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Adviser Disclaimer
I am so positive i can help you reach your financial and life goals, that we offer a no quibble money-back guarantee. If you're not 100% satisfied with our service within the first 12 months, just tell me why and we'll refund all the fees you've paid to us up to that point.