Pen-Life Associates Limited
3 Tudor Court
Opus Avenue
York
North Yorkshire
YO26 6RS
Welcome to PenLife Associates.
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 choose. It’s all about getting you to where you want to be – wherever that is.
While we’re happy to help clients in any situation, we believe that by focusing on key areas, we’re better able to serve our clients’ needs. With this in mind, we specialise in helping individuals and business owners with the following needs: Retirement Planning, Investment Planning, Inheritance Tax Planning, Tax Planning and Protection.
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.
Take the first step today, you’ll be glad you did.
If you’re worried about getting in touch, it’s worth knowing that the initial call and meeting are held at our own expense and all costs are agreed before you choose to proceed, so you really have nothing to lose.
PenLife Associates Limited is authorised and regulated by the Financial Conduct Authority, authorisation No. 212972. Registered in England & Wales. Company number: 02390548. Registered Office: 3 Tudor Court, Opus Avenue, Nether Poppleton, York, YO26 6RS.
The FCA does not regulate, tax planning, estate planning, trusts, inheritance tax planning, cashflow modelling or wills. The value of your investments can go down as well as up, so you could get back less than you invested.
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An Appointed Representative (AR) is a firm or person who runs regulated activities and acts as an agent for a firm we directly authorise. This firm is known as the ARs 'principal'.
There must be a written contract between the principal and the AR documenting the arrangement
The principal takes full responsibility for ensuring that the AR complies with FCA rules.
Principal firms make sufficient checks on the firm or individual to ensure they are financially stable and competent.