Tel: 01904 661140 | Fax: 01904466206

Pen Life Associates

About Us

Financial Planning Matters

The quality of your life is directly affected by the quality of your financial plan. Yes most people spend more time planning their annual holiday than they do on financial planning.

Most people think financial planning is about facts and figures, plans and policies, investments and savings. It’s not. It’s about getting and maintaining the lifestyle you choose. It’s about living the life of your dreams.

And here at PenLife, that’s exactly what we do for our clients. We build dream lives through deliberate planning. One life at a time.

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 :)'