Tel: 01904 661140 | Fax: 01904466206

Pen Life Associates

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Got a question about financial matters? Maybe you want to know what the best investment plan is for your family or how to protect your money from inheritance tax. We’re here to help.

  • 01904 661140

  • 01904 466206


  • 3 Tudor Court, Opus Avenue, York YO26 6RS

Latest News

What to do when markets are going up!

As you’re all probably aware, most global markets are at all-time highs.  Events that would normally pull markets clean off the tracks – Brexit, Trump, the UK’s disastrous election result, the continuing Euro-troubles – are simply being brushed off as minor irritations. Investors understandably worry and panic when markets are falling.  And that’s when we…
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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 this accolade. Fellowship is the highest financial planning qualification awarded by the Chartered Institute and demonstrates the very highest standards of technical knowledge and ethical…
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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 development and business reinvestment.   Now, as well as being the only BS 8577 Chartered Financial Practice in…
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