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.

A mark of distinction

We were one of the first practices in Yorkshire to earn Chartered status from the Chartered Insurance Institute. This award demonstrates a professional commitment to raising standards of knowledge, capability, and ethical practice.

We have won the ‘Customer Service Team of the Year’ award at the Yorkshire Financial Awards 2024. We are over the moon that the whole team has been recognised for working together to deliver the best possible client outcomes.

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.

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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

Meet the team

When you’re seeking help with something as important as your finances, you’ll want to deal with people you can rely on. Choose PenLife, and you’ll get expert service, delivered with a smile, at every stage of your journey with us. Read on to find out more about what makes us tick.

Say hi

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.

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