PenLife Associates

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Reviews

1. Steve Whellans ★★★★★

   Review for Deb at PenLife I’ve been working with Deb at PenLife for the past seven years, and I truly couldn’t ask for a better financial advisor. From the moment I retired on short notice, Deb stepped in with professionalism and a clear, friendly way of explaining everything at a level I could easily understand. What has impressed me most is how steady and effective her guidance has been — even through some challenging economic times, she consistently delivered solid results and kept my retirement plan on track. Beyond her financial expertise, Deb genuinely takes an interest in you as a person. She feels more like a trusted friend who’s looking out for your best interests than just an advisor doing a job. That personal connection has made all the difference. I absolutely recommend Deb and PenLife to anyone looking for knowledgeable, dependable, and truly caring financial guidance. They’re exceptional.

   almost 2 months ago
2. David Scarisbrick ★★★★★

   I have been a client of James for 18 months, he sorted out my pensions and consolidated them. Always approachable and gives solid financial advice. Very pleased with the service he provides

   almost 2 months ago
3. Stephen Peters ★★★★★

   I’ve just had an incredibly productive Pension chat with Tom from PenLife. We went through lots of scenarios and options I have with my DB and workplace pensions. I bombarded Tom with lots of figures from my jumble of notes and he cut through with some solid advice and ideas. I left with so more quality information than I though I ever would. Brilliant..

   almost 3 months ago

1. Christine Madigan ★★★★★

   I have been a client with Penlife Associates since I returned from working abroad a number of years ago. I have always felt listened to regarding my financial situation moving from full time work to retirement. I feel I can contact my adviser at anytime I need further advice. The annual review means I always know how my finances are. I also find the front of house staff very welcoming, accommodating and at times, humorous. It is always a pleasure to attend the office.

   almost 5 months ago
2. sue fie ★★★★★

   We have been clients of PenLife for a number of years now and they (Debs and then Adam) have always taken the time to understand our personal circumstances and needs. They have always been very approachable and responded quickly to any requests and we would recommend their services.

   almost 7 months ago
3. Keith Bradshaw ★★★★★

   I have been with PenLife since spring 2019 and very satisfied with the way my retirement funds have been managed through these very turbulent times. Throughout this period communication have been excellent and visibility of my investments afforded by regular updates and the investment rebalancing process. This has resulted in my investments achieving a full recovery and growth. Thank you to the PenLife Team.

   almost 4 years ago

1. Peter Day ★★★★★

   I have been using Pen Life York since 2012 when I moved to the area. I was recommended to them by an existing client. I visited an adviser at their offices and told the adviser what I wanted. I received advice which has proved over the past 9years to be very beneficial despite the current epidemic. I have a formal review once per year at my home with a written report on what hs been discussed and agreed. When I have needed a withdrawal this has been done within 7 working days. I am very pleased with the professional treatment and returns I have got from Pen Life and recommend them.

   almost 4 years ago
2. Neil Meredith ★★★★★

   I have been using PenLife for about 5 years now. In that time they have revolutionised my financial affairs. Not only have they consolidated various aspects of my finances but they have worked with me to set realistic financial goals. With their excellent support I am on track to exceed the goals. At a time like a global pandemic it has been hugely reassuring to know that I have such a professional company safeguarding my financial position. What's more everyone that I have dealt with has been extremely friendly and helpful. I would have no hesitation whatsoever in recommending Penlifee.

   almost 5 years ago
3. claire evans ★★★★★

   This company provides expert advice in a friendly , professional but relaxing manner. I've been with PenLife for 12yrs and it's the best thing I have ever done. I used to worry about my finances but PenLife took all the worry away by explaining in simple terms and guiding me through decisions. I've just made a life changing investment which has changed my life. This would never have happened without PenLife's support.

   almost 5 years ago

1. Simon Barker ★★★★★

   I moved my pension funds over to PenLife four years ago and it was quite simply one of the best decisions I've ever made. Over the period my fund has enjoyed circa 30% growth vs. the 3-4% I was getting from my previous employer's scheme; in fairness, an ultra-low risk portfolio. The personal service from my Adviser is exemplary and would highly recommend PenLife to those wishing for high yield personal service levels.

   more 6 years ago

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