Client Journey

Helping you make smarter financial decisions, which lead to increased well-being and a better quality of life.

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We go DEEPER than most advisers, ensuring you have what you need to achieve your goals

Developing your financial plan to help you reach your goals involves the highest levels of mutual trust. We’ll help you work out where you are now, and where you want to be. Wherever that is, we’ll be with you every step of the way. To do this, we go deeper than most advisers. Here’s our process:

Our Fees

We believe we add more value than any other profession. Our job is to show you how we do that.

If we do that well, you will see that our fees are a small price to pay for the value we give you.

That’s why talking about fees outside of that context is generally unhelpful.

Every client’s circumstances and plans are different, meaning not everyone will pay the same fee.

But we do encourage clients to compare the cost of our fees to the value they are getting in terms of their financial plan, such as how much tax they are saving and so on.

Rest assured, we will not begin working with you until you are crystal clear about the costs of our services, and the clarity and peace of mind professional financial planning brings to your life.


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."

Pen Life Process

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.

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