PenLife Associates

Welcome to PenLife Associates.

Established since 1984, PenLife Associates has grown to be one of the leading financial planning organisations in the Yorkshire region. We are a firm of Independent and Chartered Financial Planners providing no-nonsense financial planning services to people across Yorkshire and beyond.

We believe financial planning is about enabling you to attain, and more importantly maintain, the lifestyle you choose. It’s all about getting you to where you want to be – wherever that is.

We advise private, corporate and trustee clients on retirement planning, investment planning, inheritance tax planning, tax planning and protection. Throughout your life, we are here to help you and your family find peace of mind with simple, tailored advice you can understand and trust.

If you’ve been thinking about getting in touch and know you’ve been putting it off, email us at enquiries@pen-life.co.uk, or alternatively, call us on 01904 661140 for a free initial chat with one of our Financial Planners.

Take the first step today, you’ll be glad you did.

If you’re worried about getting in touch, it’s worth knowing that the initial call and first meeting are both held at our own expense, and all costs are agreed before you choose to proceed.