Pen-Life Associates Ltd, Chartered Financial Planners in Yorkshire

Private Clients

As Chartered Financial Planners we offer a wide range of wealth management solutions through early life planning right the way through to later life planning.

Corporate Clients

We work with a wide range of Solicitors and Accountants in providing a rounded service to small and medium sized businesses in the Yorkshire Area.

Trustee Clients

Trustee Investments. This is one area which we feel has added real value to our solutions for clients wealth management plans.

Contact Us

Equinox House
Clifton Park
Shipton Road
York, YO30 5PA

Tel: 0800 083 4020

News and Comment

Up-to-the-minute financial news from various sources

Welcome

The financial plans you make as you go through life's different stages can have a profound effect on the quality of your life. In this fast moving and impersonal modern world of recorded messages and automated transactions it can be difficult to find personal and consistent advice you can trust.

Pen-Life were one of the first Chartered Financial Planning practices in the region – the "gold” standard in financial planning which demonstrates a firm's knowledge, capability and ethical practice. Our approach to personal service and continuing client care is recognised by many of the region's leading accountants and solicitors, who trust us to deliver the very best financial planning solutions to their clients.

We have built up our practice similar to a legal services practice in that no one person is an expert in everything and we have developed advisers in the following areas:

Mortgages and Equity Release
Long Term Care and Later Life Planning
Options at Retirement with Pension Contracts, including Drawdown and Phased Retirement
Investments, Trusts and Tax Planning
Family and Business Protection

We are currently applying for ISO 22222 accreditation as a means of testing our processes and services to our clients in preparation for changes coming into force in 2012 under the Retail Distribution Review.

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

Pen-Life Associates Ltd is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 212972

Registered in England & Wales, No. 2390548 Registered Office: Equinox House, Clifton Park, Shipton Road, York, YO30 5PA

Neither Pen-Life Associates Ltd nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

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