Tel: 01904 661140 | Fax: 01904466206

Pen Life Associates

Refer a Friend


If you have benefitted from support and advice from Penlife then why not let others know? Our Yorkshire-based, no-nonsense financial advice has been valued by our customers for over two decades.

You can refer a friend to Penlife. To say thank you, if we manage to book an appointment, we will send you a £50 reward! To invite your friends to join Penlife please kindly fill in the form below.

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.'

Mr J Aldis

'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 Pen-Life are outstanding in all respects.'

Mr & Mrs B Western

'Thank-you for all the advice you gave me 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 and I can't thank you enough.'

Mrs J Hunsley

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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