About us

Pen-Life Investment Platform

Contact Us

Equinox House
Clifton Park
Shipton Road
York, YO30 5PA

Tel: 0800 083 4020

Email us

Enquiry Form

Complete our enquiry form and we will be in touch to discuss how we can help you

About Us

We offer a fully comprehensive financial advice service to help with all your short, medium and long term financial planning requirements. We are committed to being fully independent, thus offering advice on products from the whole of the market.

We base our recommendations on performance, service, cost and corporate stability.

Our main aims are:

  • to provide a personal and professional service to our clients
  • to surpass client expectations
  • to provide reports and advise using langauge they will understand
  • to invest in and utilise the potential provided by the latest technology for research, information gathering and for communicating where appropriate
  • to earn the trust and respect of our clients through our expert knowledge and up-to-date awareness of industry developments.

Meet the team

Our Advisers

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

test Pen-Life Associates Ltd, financial advice, Financial advice York, mortgage advice York, equity release York, pension advice York, Investment advice York, care fees planning York, Inheritance tax advice York, tax advice York, life assurance York, financial advisers York, York, UK