• IHT

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

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

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

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    I want to safeguard my family’s future.

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  • A little bit about…

    PenLife Associates

    Established for over 25 years, PenLife Associates Ltd is a firm of Independent Financial Advisers which provides independent, no-nonsense financial advice from Yorkshire. We advise private, corporate and trustee clients throughout the country on insurance, investments, pensions, long term care and inheritance tax.

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  • For a no-nonsense chat call 01904 661140 or…

  • What are people saying?

    Real words from real clients!
    • '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.'
    • '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.'
  • From Our Blog

    Click and Scroll

    Click and Scroll – Learning About Money Online

    A couple of weeks ago, I travelled down to London to attend a networking event for financial bloggers –that curious...

    A Toast To Your Future

    A Toast To Your Future

    Inspired by Julie’s ‘straight-talking’ approach and wanting to improve my own speaking-game, this month I joined a club in York...

    Making money out of thin

    Making Money Out of Thin Air!

    So our job is to increase your wealth and protect it from hostile attack. We’ve saved our clients literally millions...



    Anybody looking in the Sunday Times carefully enough last weekend would see that PenLife had not one but three advisers in...

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