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Pen Life Associates

Refer a Friend


If you have benefitted from support and advice from Penlife then why not let others know? Our Yorkshire-based, no-nonsense financial advice has been valued by our customers for over two decades.

You can refer a friend to Penlife. To say thank you, if we manage to book an appointment, we will send you a £50 reward! To invite your friends to join Penlife please kindly fill in the form below.

What Our Clients Say

'I have found my adviser warm, approachable, knowledgeable and accommodating. I know that I can contact her with any enquiries and they will be dealt with promptly and efficiently.'

Mr J Aldis

'If you want to feel totally confident and secure in the knowledge that your personal finances are in expert hands look no further. We know from our own experiences over 35 years Pen-Life are outstanding in all respects.'

Mr & Mrs B Western

'Thank-you for all the advice you gave me just at the right time. Everything is in place and the whole family is financially sound and settled. This couldn't have happened without your very well timed intervention and I can't thank you enough.'

Mrs J Hunsley

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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