Pen-Life Associates Ltd.

Financial Advisers (Independent) in York

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3 Tudor Court
Nether Poppleton
York
North Yorkshire
YO26 6RS

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About

About Us

The financial plans you make as you go through life's different stages can have a profound effect on the quality of your life. In this fast moving and impersonal modern world of recorded messages and automated transactions it can be difficult to find personal and consistent advice you can trust. Pen-Life were one of the first Chartered Financial Planning practices in the region the gold standard in financial planning which demonstrates a firm's knowledge, capability and ethical practice. Our approach to personal service and continuing client care is recognised by many of the region's leading accountants and solicitors, who trust us to deliver the very best financial planning solutions to their clients.

The Pen-Life group of companies has a distinctive proposition in that we can offer fully independent financial advice from across the market through Pen-Life Associates Ltd.

Pen-Life Wealth Management Ltd has access to a wide and growing range of financial services of outstanding quality through its partnership with St James Place Wealth Management Ltd. This gives our clients the unique opportunity of access to the distinctive approach to investment generating consistently superior results.

This combination enables us to offer tailored advice of the highest quality to meet our clients individual objectives.

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We offer these services

  • Free Parking
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Opening hours

Monday to Friday: 9am - 5pm

Saturday to Sunday: Closed

Key Services

avoid inheritance tax, chartered financial planner, equity release, financial advisers, inheritance tax planning, investment, life assurance, life insurance, long term care, mortgage


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