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.

“It won’t happen to me.”We hear this a lot.Until it does.Protection isn’t about being pessimistic.It’s about making sure...
17/07/2026

“It won’t happen to me.”

We hear this a lot.
Until it does.

Protection isn’t about being pessimistic.

It’s about making sure you and your family are okay, no matter what. 💙

Have a quick chat with Niall, our Protection Specialist, before you wish you had.

📞 01904 661140
📧 [email protected]

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

Have you thought about how your loved ones would pay an Inheritance Tax bill?Planning to pass on your wealth is one thin...
15/07/2026

Have you thought about how your loved ones would pay an Inheritance Tax bill?

Planning to pass on your wealth is one thing, but helping your beneficiaries manage the financial and administrative burden is another. Without careful planning, your family may need to sell assets or find the funds themselves to settle an Inheritance Tax bill within strict deadlines.

In our latest blog, we explore three proactive steps that could help your beneficiaries manage an Inheritance Tax bill more easily, including:

• Understanding your estate's potential tax liability
• Using life assurance to help cover the cost
• How trusts could play a role in your estate planning

Taking action now could help protect more of your wealth and provide valuable peace of mind for the people you care about most.

Read the full blog here: https://www.pen-life.co.uk/three-proactive-steps-to-help-your-beneficiaries-manage-an-inheritance-tax-bill/

If you'd like to discuss your estate planning, our team is here to help.

📞 01904 661140
📧 [email protected]

✅ Challenge Complete!Over the weekend, our PenLifers took on the gruelling 4 x 4 x 24 Challenge, running 4 miles every 4...
14/07/2026

✅ Challenge Complete!

Over the weekend, our PenLifers took on the gruelling 4 x 4 x 24 Challenge, running 4 miles every 4 hours for 24 hours - raising funds for Yorkshire Air Ambulance. It was a very tough challenge, both mentally and physically and it also didn’t help that it was 30 degrees… 🫠 But they absolutely smashed it!

We're incredibly proud to have raised over £1,150 for this fantastic cause. Thank you to everyone who donated, supported and cheered us on throughout the challenge.

Well done to:

Louis Maddison
Adam Dent
Kriss Brining
Rosie Braithwaite
Soyfur Rahman
Jack Pitman
Sharon Meers
John Whiting

At PenLife, we believe financial planning should be clear, personal and reassuring. Thank you for your kind words about ...
09/07/2026

At PenLife, we believe financial planning should be clear, personal and reassuring.

Thank you for your kind words about Louis and the team. We're proud to have supported you for almost 20 years and look forward to continuing to help you achieve your financial goals for many more to come.

📞 01904 661140
📧 [email protected]

Join our team: Administrator 💪“It’s a team that’s supportive, fun, and always ready to roll up their sleeves and get stu...
09/07/2026

Join our team: Administrator 💪

“It’s a team that’s supportive, fun, and always ready to roll up their sleeves and get stuck in together.”

That’s how one of our team describes working at PenLife - and it sums it up pretty well.

We work hard, support each other, and take real pride in what we do for our clients – and we also make time to enjoy it along the way. No egos, no silos - just a genuinely collaborative team.

We’re now looking for an Administrator to join us and play a key role behind the scenes.

📌Experience in IFA administration is essential.

👉If you’re curious about what it’s like to be part of the team, feel free to get in touch with Helen Scurry: [email protected]

Nobody likes to think about becoming seriously ill or injured, but having the right financial protection in place could ...
07/07/2026

Nobody likes to think about becoming seriously ill or injured, but having the right financial protection in place could make a significant difference if the unexpected did happen.

If you were unable to work, would your family be able to cope financially?

In our latest blog, we explore how income protection and critical illness cover could help provide a financial safety net, allowing you to focus on your recovery rather than worrying about paying the bills.

We also discuss:
• How income protection works
• The benefits of critical illness cover
• Why it's important to have conversations with your family about financial protection
• How our Protection Specialist can help you find cover that's right for you

Read the full blog here: https://www.pen-life.co.uk/what-would-happen-to-your-finances-if-you-couldnt-work-heres-how-to-plan-ahead/

If you'd like to discuss your protection needs, we're here to help.

📞 01904 661140
📧 [email protected]

You’ve probably insured the laptops 💻, the office 🏢, and maybe even the coffee machine ☕…But the person steering the who...
03/07/2026

You’ve probably insured the laptops 💻, the office 🏢, and maybe even the coffee machine ☕…

But the person steering the whole thing?

Often not.

Awkward truth: in many SMEs, the owner is the biggest risk and the biggest asset.
We can help you put a plan in place to protect that, in a way that actually feels manageable.

📞 01904 661140
📧 [email protected]

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

Do you want to work somewhere that’s fun, motivating, and will make you feel welcome? If so, you might be just the perso...
02/07/2026

Do you want to work somewhere that’s fun, motivating, and will make you feel welcome? If so, you might be just the person we’re looking for to join our growing team.

At PenLife Associates, we’re not your average Chartered Financial Planning firm. We’re a people-first, client-obsessed bunch who believe that happy, skilled people are the secret to delivering the very best service. Our culture? Think family vibes, open doors, and a dash of Yorkshire quirkiness. We’re proud of our reputation for excellence, but even prouder of the way we look after each other.

If you’d like to be part of a genuinely friendly, people-first team, we’d love to hear from you.

We’re hiring a Senior Administrator - a key role supporting our Financial Planners and helping everything run smoothly behind the scenes. Previous experience in an IFA administration role is essential.

👉 If it sounds like a good fit, feel free to get in touch with Helen Scurry: [email protected]

Our next fundraiser challenge is dangerous. Daunting. Death defying! Okay, maybe that was a little over the top, but it ...
01/07/2026

Our next fundraiser challenge is dangerous. Daunting. Death defying! Okay, maybe that was a little over the top, but it certainly is no easy feat!

Dubbed the “4 x 4 x 24”, the challenge involves competing 4 miles every 4 hours for 24 hours, resulting in a total distance of 24 miles. On the 10th July, the brave (or crazy) PenLifers will take on six separate runs across a full day and night. The running distance itself is demanding, but the real challenge comes from the very little rest time between runs and the disruption to their sleep!

Some of the team will be completing the full "4 x 4 x 24" challenge, running all six legs across the 24-hour period. Others will be taking part as a relay team, running individual legs and helping to contribute to the overall effort.

The PenLifers taking part are:

Louis Maddison
Adam Dent
Kriss Brining
Rosie Braithwaite
Craig Howard
Soyfur Rahman
Jack Pitman
Sharon Meers
John Whiting

The team will be raising funds for Yorkshire Air Ambulance, PenLife’s chosen charity for 2026. They provide life-saving emergency medical care across Yorkshire, responding to incidents where rapid treatment and transport can make a critical difference.

If you would like to donate, you can do so via PenLife's JustGiving page: www.justgiving.com/page/penlife-yaa

This month’s Guest House feature shines a spotlight on a business that has been helping organisations bring their ideas ...
30/06/2026

This month’s Guest House feature shines a spotlight on a business that has been helping organisations bring their ideas to life for more than 40 years.

Based in York, Fulprint combines expert print knowledge, creative design support and outstanding customer service to deliver high-quality printed materials for businesses, charities, creatives and community organisations. From brochures and business stationery to packaging and promotional materials, their experienced team takes pride in producing work that clients can be proud of.

As a fellow York business, we've had the pleasure of working with Fulprint for many years and have always appreciated their friendly approach, honest advice and exceptional attention to detail.

If you're looking for a trusted local print partner, Fulprint is well worth a visit.

📍 7 Apollo Street, Heslington Road, York, YO10 5AP
📞 01904 647422
📧 [email protected]
🌐 www.fulprint.com

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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