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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.

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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

Call for a no-nonsense Chat

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 thi....
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THE CURSE OF CASH

A lot of people have a lot of money in Cash ISAs.  It beats me why. If you put your current ISA allowance - £15,240 into your average Cash ISA, the tax saving is just £2.50 a month.  Big deal.  ....
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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 ....
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What

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

'Let Pen-Life do the specialised work and you can then enjoy the freedom from the worry.'

Mrs J E Vaughan
Scarborough