Tel: 01904 661140 | Fax: 01904466206

Pen Life Associates

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

Discover how you can live your dream life from Yorkshire’s Award-Winning Wealth Managers, specialists in working with individuals with over £250,000 of wealth

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

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

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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


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

Money Marketing Awards 2018

  What a year it has been so far! We were very proud to take home an award recently for The Best Financial Adviser to Work for 2018…..and we’ve just been shortlisted for another! We, and another 5 firms in the country, have been shortlisted for the very prestigious award, ADVISER FIRM OF THE YEAR 2018!!!…
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Feedback is the Food of Champions

Back in January, we asked people to take part in an important survey. We wanted to know what we are doing right, and equally importantly, what we are doing wrong. We were overwhelmed by how many of you took part. We’re really thankful for your feedback. We thought you might like to hear some of…
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The Grand Ole Uke of York

Our very own John Walker is a man of many talents. As well as being a Chartered Financial Planner, he plays bass in the 13 strong Ukelele band, the Grand Old Uke of York. The band are Fundraising for St Leonard’s Hospice. For just 99p you can hear their montage of ‘Rockin’ all over the…
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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

'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

'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

'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 :)'