Tel: 01904 661140 | Fax: 01904466206

Pen Life Associates

Financial Planning's not about facts and figures. It's about you living your dream

So Why Trust

PenLife Associates?

Because we’re the only Chartered Financial Planners in Yorkshire to hold the coveted Kite Mark British Standard 8577. Because we have highly specialised advisers in investments, pensions, trusts, inheritance tax and wealth preservation. Because a better financial future for you is our only concern. Because we care.

logo-list
wealth-kit_cover_book

Download Your Free Wealth Kit

 

Call for a no-nonsense Chat01904 891903

tree_blue

Inheritance Tax

I want my family, not the tax man, to inherit.

tree_red

Pensions

I want my money to last as long as I do.
 

tree_green

Investments

I want my money to work as hard as I do.

tree_orange

Protection

I want to safeguard my family’s future.
 

For Investment Advice

From the Independent Financial Advisers at Pen-Life,
please apply for a DISCOVERY MEETING with us.

Call for a no-nonsense Chat01904 891903

Our People

Julie Wilson

Director & Practice Manager

John Walker

Chartered Financial Planner

Deborah Jacobs

Chartered Financial Planner

Call for a no-nonsense Chat01904 891903

Latest News

Travelling To Europe? Don’t forget your EHIC card

It’s holiday time and I just wanted to share with you the importance of getting a European Health Insurance Card (EHIC) before you go. One of our clients recently went on holiday to Spain with his wife.  Unfortunately, he had a heart attack there and was rushed to a local hospital.  Tragically, he died. They…
Read More

What to do when markets are going up!

As you’re all probably aware, most global markets are at all-time highs.  Events that would normally pull markets clean off the tracks – Brexit, Trump, the UK’s disastrous election result, the continuing Euro-troubles – are simply being brushed off as minor irritations. Investors understandably worry and panic when markets are falling.  And that’s when we…
Read More

For These Are Jolly Good Fellows

Another two of our brilliant financial planners have just qualified as Fellows of the Personal Finance Society. Deb Jacobs and Asif Sadullah have both passed their final qualification to achieve this accolade. Fellowship is the highest financial planning qualification awarded by the Chartered Institute and demonstrates the very highest standards of technical knowledge and ethical…
Read More

What Our Clients Say

'I have found my adviser warm, approachable, knowledgeable and accommodating. I know that I can contact her with any enquiries and they will be dealt with promptly and efficiently.'

Mr J Aldis
York

'If you want to feel totally confident and secure in the knowledge that your personal finances are in expert hands look no further. We know from our own experiences over 35 years Pen-Life are outstanding in all respects.'

Mr & Mrs B Western
Knaresborough

'Thank-you for all the advice you gave me just at the right time. Everything is in place and the whole family is financially sound and settled. This couldn't have happened without your very well timed intervention and I can't thank you enough.'

Mrs J Hunsley
Newcastle