PenLife Associates - York

Address: Tudor Court, 3 Opus Ave, York YO26 6RS, United Kingdom.
Phone: 1904661140.
Website: pen-life.co.uk
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointment required.
Opinions: This company has 207 reviews on Google My Business.
Average opinion: 4.9/5.

📌 Location of PenLife Associates

☎️1904661140

⏰ Open Hours of PenLife Associates

Monday: 9 AM–5 PM
Tuesday: 9 AM–5 PM
Wednesday: 9 AM–5 PM
Thursday: 9 AM–5 PM
Friday: 9 AM–5 PM
Saturday: Closed
Sunday: Closed

PenLife Associates, located at Tudor Court, 3 Opus Ave, York YO26 6RS, United Kingdom, is a reputable financial planning company that has been serving clients with exceptional service for many years. Their commitment to providing top-notch financial advice and personalized solutions has earned them a stellar reputation in the industry.

The company specializes in financial planning, helping individuals and businesses achieve their financial goals through strategic advice and tailored plans. Their team of experienced professionals works closely with clients to understand their unique needs and create customized strategies that align with their objectives.

Key Features and Services

Wheelchair-accessible car park: Ensuring easy access for all clients.
Wheelchair-accessible entrance: Providing a barrier-free environment for everyone.
Wheelchair-accessible toilet: Offering comfort and convenience for clients with mobility needs.
Toilet: Ensuring proper sanitation facilities for all visitors.
Appointment required: Personalized attention and dedicated time for each client.

Reviews and Testimonials

With 207 reviews on Google My Business, PenLife Associates has consistently received high praise from satisfied clients. Their average rating of 4.9/5 speaks volumes about the quality of their services and the level of customer satisfaction they maintain.

Why Choose PenLife Associates

When it comes to choosing a financial planner, experience, expertise, and personalized service are crucial. PenLife Associates excels in these areas, offering a comprehensive range of financial planning services to help clients achieve their long-term goals. Their commitment to accessibility ensures that everyone, regardless of their mobility needs, can access their services comfortably.

Contact Information

For more information or to schedule an appointment, please visit their website at pen-life.co.uk or call them directly at 1904661140.

Final Recommendation

If you are seeking a reliable and experienced financial planning company, look no further than PenLife Associates. With their commitment to personalized service, accessibility, and exceptional reviews, they are the ideal choice for anyone looking to secure their financial future. We highly recommend contacting them through their website or by phone to schedule a consultation and take the first step towards achieving your financial goals.

👍 Reviews of PenLife Associates

John B.

5/5

PenLife have supported me for the past 6-7 years, managing and merging several pots into one diversified scheme. Tom has always patiently explained all the pros and cons of my various choices available.

Now I'm of 'pensionable' age, PenLife are kindly advising me during a period of uncertainty whilst I decide what I'd like to do regarding work/career/retirement.

Whether it's annual reviews, transferring funds from other pension pots, or ad-hoc advice, I've always found PenLife to be responsive, positive and willing to undertake the administration involved (which I find to be laborious).

PenLife were recommended to me all those years ago and it's one of the best pieces of advice I've ever received.

Ian

5/5

My wife & I have been with PenLife for over two years now, following our decision to transfer over my DB pension. We have been thoroughly impressed by the professionalism and expertise of PenLife (Deborah Jacobs), from the initial consultation up to the present day, along with the efficiency of the admin support (Nicola O'Mahon) in responding to any ongoing queries.

Deborah took the time to understand our financial goals and tailored a plan to suit our needs. Her advice has been invaluable, and we feel more confident about our financial future. We highly recommend their services to anyone looking for reliable and knowledgeable financial planning.

Monica B.

5/5

I have been a client of PenLife for several years and have always had excellent service from all the staff. My advisor, Haydn Wishart, is very approachable and understanding. He deals with matters promptly and professionally. I would not hesitate to recommend PenLife to others.

Dean T.

5/5

Reaching 55, I approach Penlife as I wanted some solid advice from Financial Advisors and pension specialists.
Penlife seemed to be a company reading about them and also their reviews that would help me, so i decided to get in touch with them.

I certainly made a right decision as they have to provided a first class service, and have given me some great advice to assist me with my pensions and the prospect of a future of not worrying too much about my finances.

Not one for doing reviews, but where credits due it has to be written.
Thank you Penlife.

Mark A.

5/5

No issues in recommending PenLife, especially Adam Dent who is helping with an unplanned early retirement after being made redundant at the end of 2024. Adam viewed my position and amalgamated different pensions I'd gained over the years, these were both personal and employee pensions. He also helped in dealing with HMRC. I didn't think it would be possible to retire but thanks to Adam I'm now enjoying my retirement a few years earlier than I thought I would be.

Peter Y.

5/5

I have been a client of PenLife since 2021 and they have helped me navigate a course through redundancy. Tom Hughes has been my adviser and has provided clear and useful advice. He is always approachable and helpful with with any questions I have and responds promptly.

Maggie H.

5/5

I have been with PenLife for a number of years now, and have been very happy with how I have been looked after. My advisors have been Deb and Adam, both excellent. The most important thing for me is that I can trust them; they have my best interests at heart and give advice on the basis of what works best for me and my future needs. I moved to another part of the country a few years ago, but having looked around at other offerings I am certain that I would not find another financial advice company as good, so am remaining with them for the foreseeable future.

Will M.

5/5

Louis at PenLife is extremely knowledgeable and has explained everything in an easy to understand way. I would not hesitate to recommend PenLife.