PenLife Associates

PenLife Associates, founded in 1984, is a firm of Independent and Chartered Financial Planners offering no-nonsense financial planning services across Yorkshire and beyond. Their slogan, "Transforming Lives Through Big Picture Planning," underscores their commitment to empowering individuals to achieve and sustain their desired lifestyle. The firm advises private, corporate, and trustee clients on investments, pensions, tax planning, and retirement planning, emphasizing simple, tailored advice for peace of mind.

If you’ve been considering financial planning, PenLife Associates offers a FREE initial chat with one of their financial planners. They are authorized and regulated by the Financial Conduct Authority with Authorisation Number 212972. For inquiries, reach out via email at [email protected] or call 01904 661140.

Their focus on Financial Services and Wealth Management positions them in critical sectors of the financial industry, sustaining their relevance over the years. While specific information about their headquarters and recent investments is not available, PenLife Associates continues to provide invaluable financial planning services to their clients.