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.

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]

A Shared Approach to Financial Planning 💙 We’re delighted to welcome Rosie Braithwaite to PenLife Associates as a Finan...
02/06/2026

A Shared Approach to Financial Planning 💙

We’re delighted to welcome Rosie Braithwaite to PenLife Associates as a Financial Planner.

“I’m really pleased to be joining a firm whose values and approach resonate so strongly with me. I’m looking forward to being part of a team that puts clarity, care and long term relationships at the heart of everything they do.”

With 19 years’ experience and a strong reputation across York and North Yorkshire, Rosie brings a wealth of knowledge alongside a genuine focus on helping clients feel confident about their future.

A great fit for both our clients and our team.

To get in touch with the PenLife team:
📞 01904 661140
📧 [email protected]

💙 Senior Administrator Opportunity 💙We’re proud to be a Chartered firm - but what really matters to us is how people fee...
29/05/2026

💙 Senior Administrator Opportunity 💙

We’re proud to be a Chartered firm - but what really matters to us is how people feel working here.

A supportive culture, a strong team spirit, and a shared focus on doing the right thing for clients - that’s what makes PenLife, PenLife.

We’re growing, and we’re looking for a Senior Administrator to join us - someone who takes pride in their work and enjoys being part of a team where everyone pulls together.

📌 Previous IFA administration experience is essential.

👉 If you think this could be the right next step for you, we’d love to hear from you: [email protected]

Another month, another adventure for Alfie and Josh! 🐾This month included a reunion with their brother, Eber, plenty of ...
28/05/2026

Another month, another adventure for Alfie and Josh! 🐾

This month included a reunion with their brother, Eber, plenty of sticks to fight over, and some VERY windy weather. Poor Josh nearly took off in the wind, whilst Alfie continued his reign as big brother by claiming every good stick first.

No Alfie adventure would be complete without a well-earned nap afterwards. After all that running around, relaxing on the sofa and counting sheep was clearly the only sensible option.

We can’t wait to hear what chaos the boys get up to next month!

In this month’s Guest House, we’re delighted to shine a light on local painter and decorator, Jeff Wright.With more than...
26/05/2026

In this month’s Guest House, we’re delighted to shine a light on local painter and decorator, Jeff Wright.

With more than 35 years of experience, Jeff has built a fantastic reputation across York for his quality workmanship, reliability and friendly approach. After taking some time away to focus on family, he is now back and ready to help homeowners transform their spaces once again.

From full home makeovers to smaller decorating projects, Jeff takes real pride in delivering a high standard of finish whilst keeping every job neat and tidy. His years in the trade have also helped him build strong connections with other trusted local tradespeople, making him a great contact for wider home improvement projects too.

It’s always a pleasure to support brilliant local businesses and we’re excited to welcome Jeff back to the York community.

📞 Get in touch with Jeff to discuss your next project.

Strengthening Our Team In York 💪 We’re pleased to share that Rosie Braithwaite has joined PenLife Associates as a Financ...
26/05/2026

Strengthening Our Team In York 💪

We’re pleased to share that Rosie Braithwaite has joined PenLife Associates as a Financial Planner.

With nearly two decades of experience, Rosie has supported clients through everything from retirement and investment planning to tax efficient strategies and estate planning - always with a clear, calm and considered approach.

Known for building strong, lasting relationships with clients across York and North Yorkshire, Rosie brings both expertise and a genuine commitment to helping people feel at ease about their financial future.

We’re so pleased to have her on board.

If you’d like to speak with our team, we’re always happy to help:
📞 01904 661140
📧 [email protected]

Are you confident in your financial future?Sometimes, a few simple questions can highlight where you’re on track and whe...
22/05/2026

Are you confident in your financial future?

Sometimes, a few simple questions can highlight where you’re on track and where you might need to focus. That’s why we’ve created four quizzes to help you understand your current position across key areas like retirement and Inheritance Tax planning.

You’ll receive a personalised score, along with practical insights to help you take the next step with confidence.

Ready to see how you’re doing? Take our quizzes today.

www.pen-life.co.uk/quiz/

📞 01904 661140
📧 [email protected]

✨Senior Administrator Vacancy: Perks & Quirks ✨ We know it’s not just about the job - it’s about how you’re supported, d...
22/05/2026

✨Senior Administrator Vacancy: Perks & Quirks ✨

We know it’s not just about the job - it’s about how you’re supported, day to day.

Here’s a little glimpse of the Perks & Quirks at PenLife:

✨ Health scheme (including counselling support)
🏖 25 days holiday + bank holidays (plus Christmas closure)
🚗 Salary sacrifice options & electric car scheme
💰 Annual team bonus + Employee Ownership Trust bonus
🎉 Funded socials & “mystery days” (we’ve done everything from alpacas to the Crystal Maze…)
🍫 Monthly awards (with a giant bar of Dairy Milk!)

We’re hiring a Senior Administrator to join the team.
📌 IFA administration experience is essential.

👉 Want to know more? Helen’s always happy to have a chat: [email protected]

Are you ready to retire?It’s a big question and one that involves more than just how much you’ve saved. From understandi...
21/05/2026

Are you ready to retire?

It’s a big question and one that involves more than just how much you’ve saved. From understanding the lifestyle you want, to planning your income, tax position and State Pension, there are several key factors to consider before stepping away from work.

In our latest blog, we explore the important questions to ask yourself so you can feel confident that your finances may support the retirement you have in mind.

https://www.pen-life.co.uk/are-you-ready-to-retire-heres-what-to-consider-before-leaving-the-workforce/

If you’re starting to think about retirement, we’re here to help you plan with clarity and confidence.
📞 01904 661140
📧 [email protected]

Many people insure their phone 📱 …🚗 their car…☀️ their holidays…All things you could (just about) live without… But your...
21/05/2026

Many people insure their phone 📱 …
🚗 their car…
☀️ their holidays…

All things you could (just about) live without…

But your income? The thing that pays for all of it?

Isn’t that worth protecting?

Only 14% of adults in the UK have income protection. (Shepherds Friendly Income Protection Gap Survey 2024)

If you’d like to understand your options, Niall, our Protection Adviser, is always happy to chat.

📞 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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