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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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IHT

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

PENSIONS

I want personal financial planning and my money to last long.

INVESTMENTS

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

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.

Our People

1 Julie

JULIE WILSON

Director and Practice Manager
John Walker

JOHN WALKER

Chartered Financial Planner
Adrian McClaren

ADRIAN MCCLAREN

Mortgage Adviser
Deborah Jacobs

DEBORAH JACOBS

Chartered Financial Planner

Latest News

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Clients keep asking about our strategy around the EU referendum. And the honest truth is - it's just business as usual. One of the key fundamentals of managing money is to keep your head whilst all ar....
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What

Clients Say

'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