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:
- Discover and explore your financial goals
- Evaluate your current financial situation
- Estimate the resources you’ll need to get you to your goals
- Plan out the route to get you where you want to be
- Execute the current financial action plan
- Review and revise regularly to make sure you’re on track
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.