Pen Life Associates

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.

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.

Our accreditations evidence our excellence. They’re the badges we wear that prove we have the skills and experience to deliver the highest standards of financial planning.

Finally, our awards are recognition of our excellence in practice. They validate our commitment to our clients, our business and our values.