Financial Planning isn’t just about facts and figures

It’s about helping our clients to make smarter financial decisions, to allow them to reach their goals.

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Including Cash, Pensions and Investments – which bracket do you think you would fall under?

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Who we work with

We are Independent, award-winning Chartered Financial Planners

We’re passionate about achieving exceptional client outcomes for every person we work with.

Welcome to PenLife Associates

Established over 35 years ago, we are a firm of Independent and Chartered Financial Planners providing no-nonsense financial planning services to people across Yorkshire and beyond.

We believe financial planning is about enabling you to attain, and more importantly maintain, the lifestyle you choose. It’s all about getting you to where you want to be – wherever that is.

That’s exactly what we do for the people we work with.

Learn more about us

Our accreditations

Our accreditations evidence our excellence.

This means you can be reassured you’re dealing with advisers who are committed to providing the very highest standards of advice and client care.

Here are some of the accreditations that make us stand out from the crowd:

  • chartered

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Financial Planners with the highest standards of advice and client care

Our accreditations prove we have the skills and experience to deliver exceptional financial planning services.

Meet the team

Our service can only be as strong as the people who deliver it. Fortunately, we have a team who have the skills and experience to do just that.

julie

Julie Wilson

Director

Julie is our Director. A Chartered Financial Planner, she has decades of experience; particularly in Inheritance Tax planning.

Julie’s accolades and accreditations speak for themselves. She is a Fellow of the Personal Finance Society, which is the highest professional qualification available in the UK. She also holds the prestigious Chartered Financial Planner accreditation and has a degree in Financial Planning.

Finally, Julie is accredited to ISO 22222; the internationally recognised kite mark for professional financial advisers.

Meet Julie

Financial Planners & Advisers

The highly-qualified and accredited Financial Planners and Advisers who make proper financial planning possible.

Support team

From our Managers to our Marketing team, our support team members ensure we can continuously deliver exceptional client service and grow our business sustainably.

Leaders team

Our Leaders ensure our behind-the-scenes processes and procedures run as smoothly as possible, whilst our Receptionists will be ready to greet you with a warm welcome.

Marketing team

Our Marketing team keep our social media sites up to date with news and information about Pen Life.

Alfie - Office Dog

Alfie is our office dog. He’s here to help relieve stress, greet the odd client, eat snacks, cheer anyone up who’s having a bad day and just be his loveable self!

Meet the team

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. "

"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 that PenLife are outstanding in all respects."

"Thank you for all the advice you gave me. It came 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. I can't thank you enough."

"Very happy with the service I have received. I have already recommended PenLife to friends and family."

"Everyone I have dealt with has 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."

"I've already recommend PenLife to a friend."

"I have been extremely impressed with how PenLife have been so easy to deal with. They have explained everything in a very uncomplicated way so that I can maximise my investments for the future."

"PenLife have a friendly, professional approach with no jargon. Everything is explained in plain English!"

"Everyone was so pleasant and friendly when you entered the office reception. We felt we were real people and not just numbers. Thank you to all."

Hundreds of clients responded to our client survey with amazing feedback

Out of those who responded:

It’s all about developing relationships

We’re here to be your trusted adviser and guide. We’d love to arrange a no-obligation chat with you, over the phone or over a coffee.

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    The Scoop

    Read the latest news and updates from the team.

    Balloons - IHT

    Where There’s a Will, There’s Inheritance Tax

    Yep, we’re here again. Talking about Inheritance Tax (IHT). Some people think IHT is legalised robbery. Other people however, (the Government) absolutely love it, they essentially take a big chunk of your hard earned cash from your family when you die. What’s not to love? According to the latest UK government figures, the average IHT

    Read more

    It’s Choice, Not Chance

    Handling a financial plan is difficult, especially when you’re doing it alone. It’s hard to identify what you need to do and how to do it. Sometimes it’s best to reach for help. Approaching a new chapter in your life is scary, and change can be uncomfortable. But it shouldn’t be like that. Having a

    Read more
    Investing

    There’s no crystal ball when it comes to Investing…

      Don’t we all wish we could predict market movements so we could forever buy low and sell high? In reality, that’s impossible. The market is completely unpredictable, stock and share prices can change literally any second. In recent times, certain funds have done astonishingly well, while the ones with great former success have fallen

    Read more

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