PenLife Associates

Established in 1984, 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. That’s exactly what we do for the people we work with. Our focus is on helping our clients make smarter financial decisions that lead to increased wellbeing and a better quality of life.
Our team are the ones who make proper financial planning possible. We have a team of Financial Planners, Managers, Dedicated Support, Marketing Coordinators, Administrators and Receptionists who have the skills and experience to deliver exceptional client outcomes. They follow our core values; the principles that enable us to provide the best possible advice and service.