Where We Can Help

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

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We help people in all stages of life get the most out of their finances – whether you own a business, work full-time or you’ve retired

Many people think financial planning is about facts and figures, plans and policies, investments and savings.

It’s not. It’s actually all about you.

We believe financial planning is about attaining and maintaining the lifestyle you choose. It’s about living the life of your dreams.

That’s exactly what we do for the people we work with; we build dream lives through deliberate financial planning, one life at a time.

We pride ourselves on being straight-talking Yorkshire people, explaining complex financial concepts without jargon and in a friendly, down-to-earth way.

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."

We work with

The Value of Financial Planning

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Pensions Before Retirement

We’ll help you to get financially organised so that you can enjoy the present whilst strategically planning for the future.

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Pensions After Retirement

We’ll help you to plan this exciting new chapter of life so that you can enjoy your retirement with financial confidence.

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Inheritance Tax Planning

Once you’ve ensured that your money can provide the best life for you, most people want to make sure that anything left over stays in the family.

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Lifestyle Planning/Coaching

Many of our clients seek our help when their lives meet a crossroads; tackling everything on your own is no easy feat.

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Defined Benefit Pension Transfers

We’ll help you to plan this exciting new chapter of life so that you can retire with financial confidence.

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The Benefits of Cashflow Planning

Cashflow Planning can help you assess your current financial situation as well as looking at how your income and expenditure may change both in the near future and beyond.

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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.

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