Pen-life Associates

Financial Planning Matters

    Description

    About Us:

    Financial Planning Matters

    The quality of your life is directly affected by the quality of your financial plan. Yes most people spend more time planning their annual holiday than they do on financial planning.

    Most people think financial planning is about facts and figures, plans and policies, investments and savings. It’s not. It’s about getting and maintaining the lifestyle you choose. It’s about living the life of your dreams.

    And here at PenLife, that’s exactly what we do for our clients. We build dream lives through deliberate planning. One life at a time.

    Services:

    Chartered Financial Planning

    Pensions

    Inheritance Tax

    Investments

    Qualifications:

    Authorised and regulated by the Financial Conduct Authority, Authorisation Number 212972.

    Testimonials:

    'Everyone I have dealt with have always been really helpful and answered any questions I have had in a timely manner i have already recommended you to friends and colleagues so hopefully they will be in touch many thanks for all your help.'

    'Everyone has been so friendly thank you.'

    'Already recommend to a friend :)'

    'I have found my adviser warm, approachable, knowledgeable and accommodating. I know that I can contact her with any enquiries and they will be dealt with promptly and efficiently.'

    Mr J Aldis, York

    Contact Details
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