Why PenLife?

Whether you’re at a crossroads or just want to improve your position, financial planning can be transformative. Choose us, and you’ll see how simple it is to start living with less worry. It’s never too late to get started.

Fear-free financial planning

If you’ve ever worked with a Financial Planner before, you might feel anxious that making a change now could cost you dearly. If you’ve never previously taken financial advice, you might be unclear on how things work. Spend a little time with us, and you’ll soon breathe a sigh of relief.

Ask any of the hundreds of clients we’ve helped over the years, and they’ll tell you they feel better informed and more in control after speaking to us. Get in touch today if you’re ready to experience that feeling for yourself.

What makes us different…

A mark of distinction

We were one of the first practices in Yorkshire to earn Chartered status from the Chartered Insurance Institute.

This award demonstrates a professional commitment to raising standards of knowledge, capability, and ethical practice.

We’re on VouchedFor

You might use Tripadvisor to work out where to visit on holiday. VouchedFor is like that, but for Financial Planners and Advisers, Mortgage Brokers, Accountants, and Solicitors.

Our valued clients have kindly left us hundreds of positive VouchedFor reviews. Read their comments for yourself to learn why we’re so highly rated.

More reasons to choose us…

Our skills and expertise

In our most recent client survey, we were thrilled to see so many people commenting about our knowledge and experience, and the confidence and reassurance this provides. We’d love to do the same for you.

Our skills and expertise

Our independent status

You deserve financial planning that puts your needs first, with no agenda. We have no ties to any single provider or third party, so we can search the whole market for the solution that’s right for your circumstances.

Our independent status

Our track record

You won’t find too many financial planning firms that’ve been around for more than 40 years, like we have. Clients say we provide a “safe pair of hands” that lets them know we’ll deliver the positive outcomes they need.

Our track record

Our straight-talking approach

A fantastic 98.98% of our clients say the explanations they get from our Financial Planners are clear. We’re working hard to get that to 100%, but nevertheless we’re glad that our clear, no-nonsense style is valued.

Our straight-talking approach

Our holistic planning

“Support and assistance in meeting financial and life goals” is one of the most important factors in our clients’ relationship with us, according to our client survey. We’re proud of this truly holistic approach.

Our holistic planning

Our caring team members

When we asked clients if they were satisfied that we understood their needs, aims and objectives, a whopping 98.29% said they were. That’s because we really take the time to learn what happiness and success looks like for you.

Our caring team members

Accreditations and awards

When you’re weighing up which Financial Planner to work with, it’s important to pick a firm you can place your full trust in. With us, you’ll work with experts who follow the most rigorous standards when it comes to offering advice.

Take me there

What clients say

Since 1984, we’ve been delighting clients with our honest, empathetic approach to financial planning. But don’t just take our word for it. Here, you’ll find feedback and comments from PenLife clients in their own words. See for yourself what they say about their experience with us.

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of clients were satisfied that we understood their needs, aims, and objectives


of clients believe that working with us has helped or will help them achieve their financial goals


would recommend us to their friends, family, or colleagues

Meet the team

When you’re seeking help with something as important as your finances, you’ll want to deal with people you can rely on. Choose PenLife, and you’ll get expert service, delivered with a smile, at every stage of your journey with us. Read on to find out more about what makes us tick.

Say hi

Our Google reviews

Refer a friend

Hundreds of people have benefited from our expert support over the years. If you’re one of them, why not spread the word? For each of the first five referrals you make, we’ll pay you £50. For every referral after that, we’ll increase it to £100. And you can refer us to as many people as you like.

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