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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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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
  • bs8577
  • iso2222
Learn more

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.

Arrange a personal call back

Complete the form to give us the information we need to select the best expert for you.

What do you want to achieve with your finances?

Which of the following stages best describes your situation?

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

We can help you achieve your financial/life goals. Request a FREE call:

  • Step 1
  • Step 2
  • Step 3
  • Step 4

What do you want to achieve with your finances?

Which of the following stages best describes your situation?

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

We can help you achieve your financial/life goals. Request a FREE call:

Name

Telephone

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.

Admin team

Our Administrators 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.

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."

"Ricardo was extremely helpful. He really understood our needs and had excellent suggestions and information. He has made us feel more confident and knowledgeable."

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.

Get in touch

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Refer a friend

If we manage to book an appointment with the person you’ve referred, we will send you a £50 reward to say thank you!

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The Scoop

Read the latest news and updates from the team.

Freshly Qualified!

2 members of our dedicated support team, Leon (22) and Louis (24), were informed on Friday that they each passed their RO6 written exam in Financial Planning. This means that after years of hard work and determination they have both attained all of the necessary qualifications required to become a Financial Planner! We took them

Read more
Before and After the Challenge.

Getting Down and Dirty!

As you might already know, some of the team here at PenLife have been preparing to do the Yorkshire Tough Mudder challenge to raise money for our supported charity Dementia Forward. The time soon came around fast, and on Saturday (27th July) we only went and completed it! We faced mud, ice, water, electricity and

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Don’t be a Victim!

In 2019, there’s no doubt that fraudulent activity has risen in the UK. The question many people are asking – can this even be stopped anymore? Cifas (a not-for–profit membership group) shares data on fraud in the private, public and third sector. Recently, it has reported some quite daunting statistics regarding fraudulent activity. In 2018,

Read more

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