Wealth-Kit-No-Shadow_clipped_rev_3

GET YOUR FREE GUIDE

Why not refer a friend?

Give the gift of wealth to a friend or family member today.

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.

Bitmap

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

julie

JULIE WILSON

Director and Practice Manager
john-w

JOHN WALKER

Chartered Financial Planner
adrian

ADRIAN MCCLAREN

Mortgage Adviser
debs

DEBORAH JACOBS

Chartered Financial Planner

Latest News

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 ....
Read More

blackstone moregate-1
Read More

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 t....
Read More

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