Our vision

We transform lives through big picture planning. That’s our reason for being, and drives everything we do.

We focus on helping clients get and maintain the lifestyle they choose, no matter what happens.

Many people think financial planning starts with plans and policies, investments and savings, facts and figures, graphs and charts.

It doesn’t.  It starts with you and what you want to achieve.

Our clients are smart, aspirational individuals who strive for the best for themselves and their families.

We specialise in wealth management and tax planning (making the most of your money during your lifetime, and helping you to pass it to whoever you choose beyond that).

With this in mind, we add most value to clients with significant wealth – generally that means over £250,000 of investable assets.

That could be Pensions (including Final Salary Occupational Schemes), Investments and/or Cash. We’ve found that people with less than this amount generally don’t tend to have the complex wealth and tax management problems that we specialise in.

You’ll find we are genuine, straight-talking and pride ourselves on being able to simplify the complexity of the financial world we find ourselves in.

 

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."

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.

    Please read our Privacy Policy.

    Subscribe

    Enter your details below to receive PenLife updates straight to your inbox.

      Please read our Privacy Policy.