It's about helping our clients to make smarter financial decisions, to allow them to reach their goals. Including Cash, Pensions and Investments - which bracket do you think you would fall under?. In terms of your finances, you've said you're interested in creating and implementing an effective tax strategy. The tax system in the UK is incredibly complex, and by having a well thought out plan in place, you can be assured that you're only paying what you need to, and no more. Although, not everyone has trouble with tax, those that do rarely solve the problem alone without advice.
Services
Helping you make smarter financial decisions, which lead to increased well-being and a better quality of life. Established over 35 years ago, we are a firm of Independent and Chartered Financial Planners providing no-nonsense financial advice to people across Yorkshire and beyond. Our focus is on helping our clients make smarter financial decisions that lead to increased wellbeing and a better quality of life.
We focus on helping clients get and maintain the lifestyle they choose, no matter what happens. Many people think financial planning starts with plans and policies, investments and savings, facts and figures, graphs and charts. We specialise in wealth management and tax planning (making the most of your money during your lifetime, and helping you to pass it to whoever you choose beyond that).
The reasons you can rest assured you're receiving the very highest standards of advice and service. In a world of complex and conflicting information, it can be difficult to know who to turn to for financial advice. We go out of our way to get independent accreditations, which means you can be reassured you're dealing with advisers with the very highest standards of advice and client care.
Reviews (10)
Keith Bradshaw
Jul 08, 2021
I have been with PenLife since spring 2019 and very satisfied with the way my retirement funds have been managed through these very turbulent times. Throughout this period communication have been excellent and visibility of my investments afforded by regular updates and the investment rebalancing process. This has resulted in my investments achieving a full recovery and growth. Thank you to the PenLife Team.
Stuart Acton
Jun 11, 2021
Pen-life have managed my financial affairs now for well over 10 years. They have always offered a top quality service and have always responded in a prompt and efficient manner with any queries re my investments I may have had, or any other financial matters that concerned me. Very highly recommended.
Ross Pooley
Mar 16, 2021
Peter Day
Mar 06, 2021
I have been using Pen Life York since 2012 when I moved to the area. I was recommended to them by an existing client. I visited an adviser at their offices and told the adviser what I wanted. I received advice which has proved over the past 9years to be very beneficial despite the current epidemic. I have a formal review once per year at my home with a written report on what hs been discussed and agreed.
When I have needed a withdrawal this has been done within 7 working days. I am very pleased with the professional treatment and returns I have got from Pen Life and recommend them.
When I have needed a withdrawal this has been done within 7 working days. I am very pleased with the professional treatment and returns I have got from Pen Life and recommend them.
Keith Parsons
Jan 30, 2021
As a former mortgage broker, I know what to expect from a quality Financial Services company, and Pen Life do not disappoint. I was recommended to them to discuss the consolidation of all mine and my wife's pension arrangements pre retirement and this has been done beyond my satisfaction. Would I recommend them? Without a doubt.
Christine Maltby
Jan 23, 2021
Neil Meredith
Jan 06, 2021
I have been using PenLife for about 5 years now. In that time they have revolutionised my financial affairs. Not only have they consolidated various aspects of my finances but they have worked with me to set realistic financial goals. With their excellent support I am on track to exceed the goals. At a time like a global pandemic it has been hugely reassuring to know that I have such a professional company safeguarding my financial position. What's more everyone that I have dealt with has been extremely friendly and helpful. I would have no hesitation whatsoever in recommending Penlifee.
Claire Evans
Nov 02, 2020
This company provides expert advice in a friendly, professional but relaxing manner. I've been with PenLife for 12yrs and it's the best thing I have ever done. I used to worry about my finances but PenLife took all the worry away by explaining in simple terms and guiding me through decisions. I've just made a life changing investment which has changed my life. This would never have happened without PenLife's support.
Andrew Walker
Jun 05, 2020
Pen Life Associates have been my financial advisers for the past two and a half years. I have regular meetings and I pleased to say their prime concern is for the customer as an individual and the fact they will design their product around what I need now and going forward. I am more than happy to leave my finances in their hands and would thoroughly recommend them to anyone who needs guidance and advice in respect of their pensions and any other incomes.
Simon Barker
Dec 16, 2019
I moved my pension funds over to PenLife four years ago and it was quite simply one of the best decisions I've ever made. Over the period my fund has enjoyed circa 30% growth vs. the 3-4% I was getting from my previous employer's scheme; in fairness, an ultra-low risk portfolio. The personal service from my Adviser is exemplary and would highly recommend PenLife to those wishing for high yield personal service levels.
