PenLife Associates

PenLife Associates

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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

08/09/2026

Would you recommend PenLife to a friend or family member? 99.41% of our clients said yes 🌟

The fact that so many of our clients are happy to introduce us to people they care about is something we never take for granted.

Get in touch: [email protected] | 01904 661140

05/09/2026

Today is International Day of Charity, the perfect moment to shine a light on the charity we're proud to support all year: Yorkshire Air Ambulance. 🚁

Operating 365 days a year, their crews bring hospital-level emergency care directly to the scene. They receive no direct government or NHS funding, so every mission relies on the generosity of individuals, businesses and communities across the region, which is exactly why we fundraise for them.

Find out more: https://www.yorkshireairambulance.org.uk

04/09/2026

Get Your Ducks in a Row 🦆

Life doesn't always go to plan. If illness, injury or worse were to happen, would you and your loved ones have the support you need?

Join us for a complimentary Personal Protection Consultation and take some time to explore ways to protect what matters most.

📅 17th September 2026
📍 PenLife Associates, 3 Tudor Court, Opus Avenue, York, YO26 6RS
🚗 Parking available

Book your consultation: https://keap.page/su145/ducks-in-a-row.html

Spaces are limited, so it's worth booking early.

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]

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

Photos from PenLife Associates's post 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.

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.

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

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.

Photos from PenLife Associates's post 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

Want your business to be the top-listed Accountant in York?

Click here to claim your Sponsored Listing.

Location

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