Transforming lives
through big-picture
financial planning

You don’t need to feel nervous about getting help with your wealth. Our dedicated team of experts offer friendly, down-to-earth advice that gets results. It’s a holistic approach that supports your life, not just your finances.

Why us

PenLife Associates - Chartered Financial Planners profile

About you

You may be at a particular milestone in life, or simply need guidance about a certain issue. No matter the problem you face, we’ve got the know-how to help you find the right solution. As our client, you’ll enjoy dedicated support from financial professionals who specialise in making the complex simple.

What clients say

Since 1984, we’ve been delighting clients with our honest, empathetic approach to financial planning. But don’t just take our word for it. Here, you’ll find feedback and comments from PenLife clients in their own words. See for yourself what they say about their experience with us.

View all

of clients were satisfied that we understood their needs, aims, and objectives


of clients believe that working with us has helped or will help them achieve their financial goals


would recommend us to their friends, family, or colleagues

Meet the team

When you’re seeking help with something as important as your finances, you’ll want to deal with people you can rely on. Choose PenLife, and you’ll get expert service, delivered with a smile, at every stage of your journey with us. Read on to find out more about what makes us tick.

Say hi

Our Google reviews

Refer a friend

Hundreds of people have benefited from our expert support over the years. If you’re one of them, why not spread the word? For each of the first five referrals you make, we’ll pay you £50. For every referral after that, we’ll increase it to £100. And you can refer us to as many people as you like.

Discover more