David Gough has been involved in financial services for over 30 years, forming the Independent Financial Advisers, Pen-Life Associates Ltd back in 1984 to deliver quality independent financial advice throughout Yorkshire.

David specialises in investments, particularly trustee investments and capital preservation via tax planning schemes and bespoke trusts.

David’s expertise in his field, together with Pen-Life’s commitment to client care and personal service, is recognised by many of the region’s leading accountants and solicitors who trust Pen-Life to deliver the very best financial planning solutions to their clients.

01904 661141

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 Julie Wilson - Pen Life Associates Ltd

Julie has been in financial services all her working life.  She is married to Robert and they have two children.

Julie is a Chartered Financial Planner, having the Advanced Diploma in Financial Planning, and is a member of the Retirement & Care Faculty of the Personal Finance Society.

Specialising in “later life” advising – from creating tax efficient income in retirement to inheritance tax, wealth preservation and long term care planning – Julie receives referrals from many of the region’s leading accountants and solicitors who trust her to deliver the very best financial planning solutions to their clients.

01904 661143

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