PenLife Associates

PenLife Associates Established since 1984, PenLife is a firm of Independent and Chartered Financial Planners. Take the first step today, you’ll be glad you did.

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 c

hoose. It’s all about getting you to where you want to be – wherever that is. We advise private, corporate and trustee clients throughout the country on insurance, investments, pensions, long term care and inheritance tax. 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, click the link below, email us at [email protected], or alternatively, call us on 01904 661140 for a free initial chat with one of our Financial Planners. If you’re worried about getting in touch, it’s worth knowing that all of our initial calls are held at our own expense, all costs are agreed before you choose to proceed.

We’re celebrating a brilliant achievement for our team 🎉All eight of our Financial Planners have been featured in the Vo...
24/06/2026

We’re celebrating a brilliant achievement for our team 🎉

All eight of our Financial Planners have been featured in the VouchedFor Top Rated Guide - appearing in The Times earlier this year and in today’s The Telegraph.

What makes this especially important to us is that it’s driven by client feedback.

Huge congratulations to:

• Deb Jacobs
• Tom Hughes
• Soyfur Rahman
• Adam Dent
• Louis Maddison
• Craig Howard
• James Wadsworth
• Kriss Brining

Choosing to seek financial advice isn’t always an easy decision. Hearing about other people’s experiences can help make that first step feel a little more straightforward.

If you’ve been thinking about getting your plans in place, but weren’t quite sure where to start, this might be a helpful place to begin.

Click here to read the reviews: https://www.vouchedfor.co.uk/firm/643-penlife-associates-chartered-financial-planners

📞01904 661140
✉️[email protected]

Thank you to everyone who joined us at the PenLife Festival – what a day 🥳!From the prosecco wall doing what it does bes...
22/06/2026

Thank you to everyone who joined us at the PenLife Festival – what a day 🥳!

From the prosecco wall doing what it does best, to walking alpacas like it’s completely normal, commissioning your own poem, getting stuck into pottery, and channelling your inner action hero at target paintballing… there was plenty going on.

We were also delighted to have some of the 🚁 Yorkshire Air Ambulance (YAA) team with us and their mobile unit on site, giving guests the chance to learn more about the incredible work they do. Thank you to everyone who bought a raffle ticket, we raised £470 for YAA, our charity of the year!

And let’s not forget the all-important food - grilled cheese sandwiches from the brilliant Stinky Vintage van, crepes from Van Chaud, plus a lovely selection of local independent craft stalls to browse in between everything else.

But more than anything, it was the people that made the day. It was such a joy to catch up and enjoy some time together (with a bit of PenLife quirky fun thrown in for good measure), so thank you for being part of it 💙.

Harrowells Solicitors Harrogate Family Law Hethertons Wilkin Chapman Rollits Lavender Fields Care Village Smith Wilson Accountants

If you run a business, here’s a question:What happens to your family if something happens to you?Would they inherit:✔ A ...
19/06/2026

If you run a business, here’s a question:
What happens to your family if something happens to you?

Would they inherit:

✔ A valuable asset
or
❓ A complicated situation

Life insurance can help make sure it’s the former.

A little planning now helps make sure it’s the first one.

If you’d like some guidance, call our Protection Adviser, Niall McSharry on 01904 661140.

This post is for information only and does not constitute advice.

New FCA rules now allow banks and financial firms to offer targeted investment support, aiming to help more people feel ...
18/06/2026

New FCA rules now allow banks and financial firms to offer targeted investment support, aiming to help more people feel confident about investing.

Whilst this could encourage more people to start investing and reduce reliance on unregulated social media advice, it’s important to understand the limitations too.

In our latest blog, we explore the pros and cons of targeted investment support and explain why tailored financial planning may still play an important role in helping you build long-term wealth.

Read our blog here: https://www.pen-life.co.uk/the-pros-and-cons-of-the-fcas-new-targeted-investment-support/

📞 01904 661140
📧 [email protected]

Life insurance is not always an easy topic to think about, but it can play an important role in protecting the people wh...
16/06/2026

Life insurance is not always an easy topic to think about, but it can play an important role in protecting the people who matter most.

The right protection can help provide financial support for your loved ones should the unexpected happen, whether that’s helping with mortgage payments, household costs or maintaining financial stability during a difficult time.

Our latest post explains some of the key reasons people consider life insurance and why having a plan in place can offer reassurance for the future.

If you would like to discuss your protection options, our team is here to help.

📞 01904 661140
📧 [email protected]

If you couldn’t work tomorrow….How long would your income last?A month? Two?Until the next mortgage payment? 😬This isn’t...
12/06/2026

If you couldn’t work tomorrow….

How long would your income last?

A month?
Two?
Until the next mortgage payment? 😬

This isn’t scare tactics - just a bit of real life maths.

If it’s something you’ve been meaning to look into, our Protection Adviser, Niall, is here for a chat.

📞 01904 661140
📧 [email protected]

This post is for information only and does not constitute advice.

Receiving feedback like this means a great deal to our team.Financial planning is not just about markets and investments...
12/06/2026

Receiving feedback like this means a great deal to our team.

Financial planning is not just about markets and investments. It’s about helping clients feel reassured, informed and confident in their decisions, especially during periods of uncertainty.

📞 01904 661140
📧 [email protected]

Upcoming changes to Inheritance Tax rules could have a significant impact on how pensions are passed on to loved ones.Fr...
09/06/2026

Upcoming changes to Inheritance Tax rules could have a significant impact on how pensions are passed on to loved ones.

From April 2027, unused pension funds may form part of your estate for Inheritance Tax purposes, potentially increasing the tax bill your beneficiaries face.

In our latest blog, we explain:
• What the pension changes mean
• How pensions could face “double taxation”
• The importance of estate planning
• Steps you may be able to take to help mitigate a future Inheritance Tax bill

Planning ahead could make a real difference when it comes to protecting your legacy and passing more wealth to the people you care about most. Read more here:

https://www.pen-life.co.uk/pensions-and-inheritance-tax-how-could-the-changes-affect-your-estate/

📞 01904 661140
📧 [email protected]

We’re incredibly grateful to receive such thoughtful feedback from our clients.At PenLife, building long-term relationsh...
05/06/2026

We’re incredibly grateful to receive such thoughtful feedback from our clients.

At PenLife, building long-term relationships and providing a personal service is at the heart of what we do. We know financial planning is about more than numbers. It’s about helping people feel confident, supported and understood as they work towards their goals.

📞 01904 661140
📧 [email protected]

Building financial resilience means having a plan for the unexpected.We’re delighted to introduce Niall McSharry, our ne...
02/06/2026

Building financial resilience means having a plan for the unexpected.

We’re delighted to introduce Niall McSharry, our new Protection and Insurance Specialist, who will be helping clients strengthen their financial plans with suitable cover.

From life insurance and income protection to business protection and key person cover, Niall works alongside our Financial Planners to help create a practical “Plan B” for you, your family or your business.

Read our latest blog to learn how protection planning can support long term peace of mind:

https://www.pen-life.co.uk/preparing-plan-b-how-our-new-protection-specialist-can-help-you-build-financial-resilience/

📞 01904 661140
📧 [email protected]

Address

3 Tudor Court, Opus Avenue
York
YO266RS

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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