Pen Life Associates

Financial Planning isn't just about facts and figures.

It’s about helping you make smarter financial decisions. Which lead to increased well-being and a better quality of life.

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.

logo-list
wealth kit cover book

Download Your Free Wealth Kit

 

Call for a no-nonsense Chat01904 819787

penlife blue tree

Inheritance Tax

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

penlife red tree

Pensions

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

penlife green tree

Investments

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

penlife orange tree

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 819787

Our People

image

Julie Wilson

Director & Practice Manager

john walker image

John Walker

Chartered Financial Planner

deborah jacobs image

Deborah Jacobs

Chartered Financial Planner

Call for a no-nonsense Chat01904 819787

Latest News

We’re in the top 100!

We’ve been nominated for New Model Adviser’s Top 100 Advice Firms in the UK! We’re so proud that we’re a part of the top 100 for the third year running and we will continue to provide a high quality of service to clients and aspire and strive for excellence within our sector. https://citywire.co.uk/…/top-100-find-the-final-2…/a1168592…
Read More

JULIE’S RANT: I SHARE MY ANCIENT WISDOM WITH THE YOUNGER GENERATION

We have a lot of young (aspiring!) professionals on our team.  And their biggest gripe is ‘we’re never going to get on the housing ladder.’  We hear all sorts of excuses.  It’s OK for you, houses were cheaper when you were young.  It’s OK for you, you earn more than we do.  We’re never going…
Read More

Meet ALFIE! The PenLife Office Dog.

Hello.  My name is Alfie and I’m an Hungarian Vizsla.  I’ve chosen PenLife team members, Debs and Adam, to be my humans. I’m very proud of my heritage, I’m related to the famous Crufts winner, Yogi. We Vizsla’s are known as ‘Velcro dogs’ because we like to attach ourselves to people. I’m spending a lot of my time in PenLife’s offices. There are a load of people there to attach myself to, so I’m really happy. I’m hoping to be promoted to office manager someday. Vizslas are energetic, sensitive and sociable which I think are ideal skills for the role. My humans think I have ideas above my station.  But I say there’s nothing wrong with being ambitious. Everyone is saying they need to cure my shoe and bottom fetish. I must admit I do like to nip and chew both given half a chance. I might have an angelic face but don’t let that fool you.  My teeth could give Dracula a run for his money. I’ve already become so popular with the PenLife team, I’m been given my own column in their newsletter. So look out for ‘Alfie’s Antics’ in future newsletters.  And I’ll be happy to meet you if you come into the office when I’m in!
Read More

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

'Very happy with the service I have received, I have already recommend PenLife  to friends and family.'

'Everyone I have dealt with have always been really helpful and answered any questions I have had in a timely manner i have already recommended you to friends and colleagues so hopefully they will be in touch many thanks for all your help.'

'Everyone has been so friendly thank you.'

'Already recommend to a friend :)'