Accreditations and awards
When you’re weighing up which Financial Planner to work with, it’s important to pick a firm you can place your full trust in. With us, you’ll work with experts who follow the most rigorous standards when it comes to offering advice.
Terms and Conditions
We’ve been part of New Model Adviser’s Top 100 Advice Firms in the UK each year since 2016. We always strive for excellence within our sector, something that’s recognised by this prestigious accolade. It’s one we hope to retain for years to come.
We’ve made it into the FTAdviser’s Top 100 list for the past two years. We’re extremely proud to hold this distinction, and it feels great for all the hard work we put in for each and every one of our clients to be recognised in such a positive way.
What clients say
Since 1984, we’ve been delighting clients with our honest, empathetic approach to financial planning. But don’t just take our word for it. Here, you’ll find feedback and comments from PenLife clients in their own words. See for yourself what they say about their experience with us.
of clients were satisfied that we understood their needs, aims, and objectives
of clients believe that working with us has helped or will help them achieve their financial goals
would recommend us to their friends, family, or colleagues
"Fortunately, Mrs R came to PenLife and received professional advice to put her mind at ease, enabling her to take the plunge! She’s since retired, and has a plan far more suitable for her needs that she can rely on in the years to come."
"His annual review wasn’t spent talking about graphs and funds. It was spent talking about his life and how his investments, and our advice, could help fund the lifestyle he wanted and allow him to spend without worry."
"An important part of organising their affairs was not only consolidating a number of plans which were dotted around, but taking their plans out of sole ownership and making them joint; which Deb knew would make things a lot easier for the remaining spouse should one of them sadly pass."
"She chose to invest a small amount of her time and energy into something truly deserving which undeniably paid off!"
"Our Financial Planner discovered that, if Mr James were to strategically invest his pensions, he could actually retire the next day if he wanted to and keep his current property!"
"We also showed Mr Jones how his money could potentially recover from the hit. We also gave him some urgently needed security through the reassurance of receiving well-informed, highly qualified advice."
"They shouldn’t hold back on the things they enjoy doing in life – their money wouldn’t run out! Justine encouraged them to live the life they wanted to, and they made some overdue lifestyle changes. Sometime later, they contacted us again to say they took our advice and have never looked back."
"Adam advised me accordingly and arranged for me to start receiving some of my pensions. By doing this it helped me to follow a long-term desire to set up my own cake business and leave my full-time job."
"Louis listened to Mrs C, taking time to understand her priorities in life and her aspirations. He then developed and implemented a financial plan to ensure her goals were met. Mrs C was, as you can imagine, over the moon to discover that she was actually in a position to retire whenever she wanted!"
"They discussed their financial situation with James and talked through their goals and aspirations for the future. The couple were looking for some advice – they felt the amount they held in cash was too high and so wanted to explore the investment options available to them"
Refer a friend
Hundreds of people have benefited from our expert support over the years. If you’re one of them, why not spread the word? For each of the first five referrals you make, we’ll pay you £50. For every referral after that, we’ll increase it to £100. And you can refer us to as many people as you like.