Pen-Life Associates Ltd, Chartered Financial Planners in Yorkshire

Private Clients

As Chartered Financial Planners we offer a wide range of wealth management solutions through early life planning right the way through to later life planning.

Corporate Clients

We work with a wide range of Solicitors and Accountants in providing a rounded service to small and medium sized businesses in the Yorkshire Area.

Trustee Clients

Trustee Investments. This is one area which we feel has added real value to our solutions for clients wealth management plans.

Our Blog

Click for our regular articles that keep you in the know

Contact Us

Equinox House
Clifton Park
Shipton Road
York, YO30 5PA

Tel: 0800 083 4020

News and Comment

Up-to-the-minute financial news from various sources

Pen-Life Investment Platform

To enable us to offer a fully comprehensive financial advice service, you may find it useful to use the Pen-Life Investment Platform.

To access this service please click here or the logo below.

To help you with our Pen-Life Investment Platform please download our guide.

Pen-Life Investment Platform Guide

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

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

Registered in England & Wales, No. 2390548 Registered Office: Equinox House, Clifton Park, Shipton Road, York, YO30 5PA

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