Tel: 01904 891903 | Fax: 01904466206

Pen Life Associates

For Free Advice Call 01904 891903

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.

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Dowload Your Free Wealth Kit

Call for a no-nonsense Chat01904 891903

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Inheritance Tax

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

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Pensions

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

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Investments

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

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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

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…
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We are in the Top 100!

  I’ve just heard PenLife has been named as one of the top 100 advisers in the UK.   The top 100 are selected by New Model Adviser for their commitment to the profession, qualifications, best practice development and business reinvestment.   Now, as well as being the only BS 8577 Chartered Financial Practice in…
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Curiouser & Curiouser

Just when we thought we were over the shock of the Brexit vote, we get slapped across the face with the US election fiasco. I’m not surprised at the result, to be honest, having just returned from the States. I spoke to many US citizens who are sick to death of the political elite so…
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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
Newastle