Tel: 01904 661140 | Fax: 01904466206

Pen Life Associates

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Got a question about financial matters? Maybe you want to know what the best investment plan is for your family or how to protect your money from inheritance tax. We’re here to help.

  • 01904 661140

  • 01904 466206


  • 3 Tudor Court, Opus Avenue, York YO26 6RS

Latest News

Meet ALFIE! The PenLife Office Dog.

Hello.  My name is Alfie and I’m an Hungarian Vizsla.  I’ve chosen PenLife team members, Debs and Adam, to be my humans. I’m very proud of my heritage, I’m related to the famous Crufts winner, Yogi. We Vizsla’s are known as ‘Velcro dogs’ because we like to attach ourselves to people. I’m spending a lot of my time in PenLife’s offices. There are a load of people there to attach myself to, so I’m really happy. I’m hoping to be promoted to office manager someday. Vizslas are energetic, sensitive and sociable which I think are ideal skills for the role. My humans think I have ideas above my station.  But I say there’s nothing wrong with being ambitious. Everyone is saying they need to cure my shoe and bottom fetish. I must admit I do like to nip and chew both given half a chance. I might have an angelic face but don’t let that fool you.  My teeth could give Dracula a run for his money. I’ve already become so popular with the PenLife team, I’m been given my own column in their newsletter. So look out for ‘Alfie’s Antics’ in future newsletters.  And I’ll be happy to meet you if you come into the office when I’m in!
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Money Marketing Awards 2018

  What a year it has been so far! We were very proud to take home an award recently for The Best Financial Adviser to Work for 2018…..and we’ve just been shortlisted for another! We, and another 5 firms in the country, have been shortlisted for the very prestigious award, ADVISER FIRM OF THE YEAR 2018!!!…
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Feedback is the Food of Champions

Back in January, we asked people to take part in an important survey. We wanted to know what we are doing right, and equally importantly, what we are doing wrong. We were overwhelmed by how many of you took part. We’re really thankful for your feedback. We thought you might like to hear some of…
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