PenLife Associates: An Introduction To Retirement Planning

Clients often tell us they wish they had heard about professional financial planning years ago. Because making smarter financial decisions leads to a better quality of life. Not just for you and your family in your lifetime, but for future generations to come.




What Will Be Covered?

A summary of retirement & the key differences between pre/post.

Common questions & pitfalls.


How an adviser can help.

A Bit About PenLife...

We’re Chartered Financial Planners with over 35 years’ experience in working with people who are looking to preserve wealth in a way that is straightforward and bespoke. 

We were one of the first practices in Yorkshire to earn Chartered status from the Chartered Insurance Institute (CII), which demonstrates professional commitment to raising standards of knowledge, capability and ethical practice. We achieved this standard by successfully adhering to a set of principles which ensure the highest quality of advice. In turn, you can be confident that you are dealing with an ethical adviser and professional firm that has your best interests at heart.

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PenLife Associates, 3 Tudor Court, Opus Avenue, York, YO26 6RS - [email protected] - 01904 661140

Registered in England No. 2390548

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