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Equinox House
Clifton Park
Shipton Road
York, YO30 5PA

Tel: 0800 083 4020

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Private Clients

The role of Independent Financial Advisers (IFAs) has become increasingly important as the number of investment, mortgage, pension, protection and insurance products multiplies and financial decision-making becomes increasingly complicated.

We can guide you through the personal finance maze throughout life, from savings for children, to long term care planning. As an independent adviser we are able to select from all the products available in the marketplace - making sure you get the right product for your individual needs.

We develop long term relationships with our clients, guiding them through the financial milestones of life – from arranging your first mortgage to making sure you have a comfortable retirement.

Pen-Life – live the life you want to lead.

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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

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