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 entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, 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

Discovering PenLife Associates: A Premier Financial Planning Destination

Located at Tudor Court, 3 Opus Ave, York YO26 6RS, United Kingdom, PenLife Associates stands out as a distinguished financial planning firm. With a telephone number easily reachable at 1904661140 and an accessible online presence through their website pen-life.co.uk, PenLife Associates is well-positioned to assist individuals seeking expert financial guidance.

Key Characteristics:
- Specialties: As a Financial Planner, PenLife Associates specializes in crafting tailored financial strategies to meet their clients' unique needs. Their expertise covers a broad spectrum of financial services, ensuring comprehensive support for their clientele.
- Accessibility: The firm prides itself on being wheelchair accessible, with features including an accessible entrance, parking lot, and restrooms. This commitment to inclusivity ensures that all potential clients, regardless of mobility, can access their services comfortably.
- Appointments Required: Understanding the importance of personalized attention, PenLife Associates requires appointments for consultations. This ensures that clients receive the focused service they deserve.

Opinions and Reviews:
PenLife Associates boasts an impressive reputation, evidenced by their 207 reviews on Google My Business, with a high average opinion score of 4.9/5. These reviews highlight their professionalism, expertise, and the personalized service they offer, making them a trusted name in financial planning.

Recommendations for Potential Clients:
1. Schedule an Appointment: Given the requirement for appointments, it's advisable to schedule one well in advance to ensure availability. This initial step will provide a personalized consultation, setting the foundation for your financial planning journey.
2. Explore Their Services: Visit their website to delve deeper into the range of services offered. Understanding their specialties and how they align with your financial goals is crucial.
3. Consider Accessibility: Given their commitment to being wheelchair accessible, PenLife Associates is an ideal choice for individuals with mobility concerns, ensuring a comfortable and stress-free experience.

Final Recommendation:
If you're looking for a reliable and accessible financial planning service in York, don't hesitate to contact PenLife Associates. Their dedication to providing top-tier financial planning services, coupled with their accessibility and positive client reviews, makes them a worthy partner in managing your financial future. Visit their website at pen-life.co.uk to learn more and schedule your appointment today. With PenLife Associates, you're not just getting advice; you're gaining a partner committed to your financial well-being.

👍 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.

Dee B.

5/5

I have been with PenLife for 14 years and have recommended them for family and friends. The advice given is always explained fully. I am retired and I feel that with PenLife's help I am in control of my pension and finances

Karen C.

5/5

Myself and husband have been clients of Pen Life for a few years, we have always dealt with Debs who has given us good advice in sorting out our pensions and helping us retire.

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.