Investment support and planning
Managing your portfolio. Making your first investment. And everything in between. You’ll get the right guidance from us.
Growing your wealth
Investing your money is an investment in your future. The trouble is that it’s easy to get things wrong, no matter how experienced you are. With the help of our seasoned professionals, you’ll stay on track.
When you meet with us, we’ll discuss every aspect of your life, both personal and financial. Then, together, we’ll work out how investing could help you reach your goals more quickly or easily.
How we help
Your lifestyle and personal happiness should inform your investing style, not the other way around. Because our approach is focused on you and doing what’s right for your circumstances, we’ll never do anything on your behalf that you’re uncomfortable with.
The value of your investments can go down as well as up, so you could get back less than you invested.
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.
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
"Fortunately, Mrs R came to PenLife and received professional advice to put her mind at ease, enabling her to take the plunge! She’s since retired, and has a plan far more suitable for her needs that she can rely on in the years to come."
"His annual review wasn’t spent talking about graphs and funds. It was spent talking about his life and how his investments, and our advice, could help fund the lifestyle he wanted and allow him to spend without worry."
"An important part of organising their affairs was not only consolidating a number of plans which were dotted around, but taking their plans out of sole ownership and making them joint; which Deb knew would make things a lot easier for the remaining spouse should one of them sadly pass."
"She chose to invest a small amount of her time and energy into something truly deserving which undeniably paid off!"
"Our Financial Planner discovered that, if Mr James were to strategically invest his pensions, he could actually retire the next day if he wanted to and keep his current property!"
"We also showed Mr Jones how his money could potentially recover from the hit. We also gave him some urgently needed security through the reassurance of receiving well-informed, highly qualified advice."
"They shouldn’t hold back on the things they enjoy doing in life – their money wouldn’t run out! Justine encouraged them to live the life they wanted to, and they made some overdue lifestyle changes. Sometime later, they contacted us again to say they took our advice and have never looked back."
"Adam advised me accordingly and arranged for me to start receiving some of my pensions. By doing this it helped me to follow a long-term desire to set up my own cake business and leave my full-time job."
"Louis listened to Mrs C, taking time to understand her priorities in life and her aspirations. He then developed and implemented a financial plan to ensure her goals were met. Mrs C was, as you can imagine, over the moon to discover that she was actually in a position to retire whenever she wanted!"
"They discussed their financial situation with James and talked through their goals and aspirations for the future. The couple were looking for some advice – they felt the amount they held in cash was too high and so wanted to explore the investment options available to them"
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.