Tel: 01904 661140 | Fax: 01904466206

Pen Life Associates

Financial Planning's not about facts and figures. It's about you living your dream

 

So Why Trust

PenLife Associates?

Because we’re the only Chartered Financial Planners in Yorkshire to hold the coveted Kite Mark British Standard 8577. Because we have highly specialised advisers in investments, pensions, trusts, inheritance tax and wealth preservation. Because a better financial future for you is our only concern. Because we care.

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Download Your Free Wealth Kit

 

Call for a no-nonsense Chat01904 891903

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Inheritance Tax

I want my family, not the tax man, to inherit.

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Pensions

I want my money to last as long as I do.
 

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Investments

I want my money to work as hard as I do.

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Protection

I want to safeguard my family’s future.
 

For Investment Advice

From the Independent Financial Advisers at Pen-Life,
please apply for a DISCOVERY MEETING with us.

Call for a no-nonsense Chat01904 891903

Our People

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Julie Wilson

Director & Practice Manager

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John Walker

Chartered Financial Planner

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Deborah Jacobs

Chartered Financial Planner

Call for a no-nonsense Chat01904 891903

Latest News

brexit deal or no deal

BREXIT: DEAL OR NO DEAL

I am being asked this question more than any other at the moment: What’s going to happen with Brexit? The answer? I haven’t a clue. But then, neither has anyone else. It’s never been done before. But anyway, here’s what I think. I think we all (when I say we, I mean you) put too…
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An independent review on transferring a final salary (defined benefit) pension scheme (DB transfer) to a personal pension

Warning:  This is a long post about DB transfers that contains quite a lot of detailed information.  If you have zero interest in transferring a final salary scheme, or figuring out whether to do so would make sense in your circumstances, then this post isn’t for you.  You might as well go and find something…
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Travelling To Europe? Don’t forget your EHIC card

It’s holiday time and I just wanted to share with you the importance of getting a European Health Insurance Card (EHIC) before you go. One of our clients recently went on holiday to Spain with his wife.  Unfortunately, he had a heart attack there and was rushed to a local hospital.  Tragically, he died. They…
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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
York

'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
Knaresborough

'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
Newcastle