Hear from our clients

If you ask us, showing beats telling every time. That’s why we’re proud to share our client case studies and reviews from our clients, so you can judge for yourself. Read on to see how we’ve helped people just like you find peace of mind.

Real-life success stories

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

We’re on VouchedFor

You might use Tripadvisor to work out where to visit on holiday. VouchedFor is like that, but for Financial Planners and Advisers, Mortgage Brokers, Accountants, and Solicitors.

Our valued clients have kindly left us hundreds of positive VouchedFor reviews. Read their comments for yourself to learn why we’re so highly rated.

Our Google reviews

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.

Discover more