Learn more about our team, our accreditations, our awards and our values
Established over 35 years ago, we are a firm of Independent and Chartered Financial Planners providing no-nonsense financial advice to people across Yorkshire and beyond.
Our focus is on helping our clients make smarter financial decisions that lead to increased wellbeing and a better quality of life.
Our team are the ones who make proper financial planning possible. We have a team of Financial Planners, Managers, Dedicated Support, Marketing Coordinators, Administrators and Receptionists who have the skills and experience to deliver exceptional client outcomes.
They follow our core values; the principles that enable us to provide the best possible advice and service.
Our accreditations evidence our excellence. They’re the badges we wear that prove we have the skills and experience to deliver the highest standards of financial planning.
Finally, our awards are recognition of our excellence in practice. They validate our commitment to our clients, our business and our values.
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."
The Financial Planners and support team that make proper financial planning possibleMeet our team
The reasons you can rest assured you’re receiving the highest standards of advice and serviceSee our accreditations
The accolades that validate our commitment to exceptional client outcomesView our awards
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
Got a question about financial matters? We’re here to help.