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

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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The Grand Ole Uke of York

Our very own John Walker is a man of many talents. As well as being a Chartered Financial Planner, he plays bass in the 13 strong Ukelele band, the Grand Old Uke of York. The band are Fundraising for St Leonard’s Hospice. For just 99p you can hear their montage of ‘Rockin’ all over the…
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Simple Spring?

The treasury has released a statement about the Spring Statement containing no tax changes or spending increases. READ THE ARTICLE HERE  It’s pleasing to see the Treasury are planning on taking a bit of a breather from their constant tinkering with the tax and benefits system. We’ve ended up with one of the most complex…
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