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.

If you're still deciding what comes next, why not explore a career you probably haven't considered?At PenLife, we'd love...
01/09/2026

If you're still deciding what comes next, why not explore a career you probably haven't considered?

At PenLife, we'd love to talk to bright, friendly people who are looking at their options and wondering what could be next.

Drop us a message. We don't bite. (Well, most of us don't.)

📞 01904 661140
📧 [email protected]

"We are confident now in our future." 💬That's the lovely feedback we received from a client who came to us feeling uncer...
01/09/2026

"We are confident now in our future." 💬

That's the lovely feedback we received from a client who came to us feeling uncertain about their financial future, juggling several different pension schemes.

If you've got pensions scattered across different providers and aren't sure where you stand, we'd love to help you get the full picture.

Get in touch: [email protected] | 01904 661140

Alfie here, and I have a bone to pick with the British summer... it’s been too hot! 🥵I'm not usually an early riser, but...
31/08/2026

Alfie here, and I have a bone to pick with the British summer... it’s been too hot! 🥵

I'm not usually an early riser, but this heat has forced my paw. We’ve been dragged out of bed way too early for our morning walk before it gets too hot… beauty sleep is important when you look this good!

On the plus side, there's been plenty of sunbathing (Josh and I may have drifted off a little too long and ended up slightly pink), and on the cooler days, we've been back in the woods for our usual adventures: running through leaves, jumping logs, and the occasional brotherly scuffle.

All in all, life's pretty good.

Your ability to earn an income is one of your most valuable assets. 🗝️But what would happen if illness or injury prevent...
28/08/2026

Your ability to earn an income is one of your most valuable assets. 🗝️

But what would happen if illness or injury prevented you from working?

Our complimentary consultations are designed to help you understand how personal protection could help provide financial support when life takes an unexpected turn.

📅 17th September 2026 📍 PenLife Associates, York

To book, click here: https://keap.page/su145/ducks-in-a-row.html

Gain greater peace of mind for the future.

Are your savings quietly pushing you into a bigger tax bill? 💷The number of people paying over £5,000 in tax on their sa...
27/08/2026

Are your savings quietly pushing you into a bigger tax bill? 💷

The number of people paying over £5,000 in tax on their savings interest has more than tripled in just a few years, according to MoneyAge. As savings grow and tax bands stay the same, more people are finding a larger chunk of their interest becomes taxable.

Our latest blog looks at four tax-efficient ways to grow your wealth, from making the most of your ISA allowance, to paying into your pension and thinking carefully about the timing of cash gifts.

Read the full article: https://www.pen-life.co.uk/savers-are-facing-higher-tax-bills-four-ways-to-keep-more-of-your-moneys-growth/

Get in touch: [email protected] | 01904 661140

This August Bank Holiday weekend, the historic Tithe Barn in Poppleton will be home to around 250 artworks from more tha...
27/08/2026

This August Bank Holiday weekend, the historic Tithe Barn in Poppleton will be home to around 250 artworks from more than 25 local artists. With paintings, cards and unframed pieces available to buy, it’s a fantastic celebration of local creativity.

PenLife is extremely proud to sponsor this wonderful exhibition.

This month, we're spotlighting a brilliant local business: Glo Clean! ✨Daisy set up Glo Clean three years ago, starting ...
25/08/2026

This month, we're spotlighting a brilliant local business: Glo Clean! ✨

Daisy set up Glo Clean three years ago, starting out with nothing more than a hoover and a bag of cleaning products, after an unexpected setback working on a hotel refurbishment project. Fast forward to today, and she leads a team of six, offering domestic and commercial cleaning with a personal, detailed touch that goes beyond the average clean.

Daisy still gets stuck in cleaning alongside her team, and it clearly shows in the results: Glo Clean has 100% customer retention and glowing 5 star reviews on Google. They've also recently signed on as a sponsor for York City for the upcoming season!

If you're looking for a cleaning team that genuinely cares about quality, find out more: https://www.glo-clean.co.uk

If your current career plan is somewhere between "I'm not sure" and "Please stop asking me", you're not alone.At PenLife...
24/08/2026

If your current career plan is somewhere between "I'm not sure" and "Please stop asking me", you're not alone.

At PenLife, we're always interested in meeting thoughtful, bright, enthusiastic people who are keen to learn and open to new opportunities.

You might not know much about financial services yet (most people don't), but if you're eager to explore different possibilities, we'd love to have a conversation.

📞 01904 661140
📧 [email protected]

This next charity fundraiser is quite literally death defying… 🪂Jack Pitman, Senior Administrator, has decided that he i...
22/08/2026

This next charity fundraiser is quite literally death defying… 🪂

Jack Pitman, Senior Administrator, has decided that he is going to throw himself out of a plane. Yes, you did read that right. 😱

On 20th September, Jack will be taken 10,000 feet up in the air to free fall at a ‘steady’ 120 mph!

Jack is doing this in support of Yorkshire Air Ambulance, who provide life-saving emergency medical care across Yorkshire, responding to incidents where rapid treatment and transport can make a critical difference.

Here’s what Jack had to say “I’m trying not to think about the jumping out part…”

If you would like to support Jack on this crazy challenge, please do so here: https://www.justgiving.com/page/penlife-yaa 💙

21/08/2026

Do you have your ducks in a row?

PenLife Associates are offering you a complimentary Protection Consultation!

Protect what matters to you!
17th September
Penlife Associates, York

Call to book your place.

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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