Established since 1984, PenLife is a financial planning practice which provides no-nonsense financial advice from Yorkshire.
Joined July 2012
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If the worst were to happen, would your loved ones be financially secure?
Life insurance can help protect your family financially by supporting mortgage payments, household costs and future stability when they need it most.
📞 01904 661140
#lifeinsurance
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Jun 12
Supporting clients through changing financial conditions with honest advice and reassurance is something we care deeply about.
📞 01904 661140
📧 enquiries@pen-life.co.uk
#vouchedfor #financialplanning #investmentplanning #retirementplanning #penlife
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Unused pension funds could become part of your estate for Inheritance Tax purposes, potentially affecting how much you leave to loved ones.
pen-life.co.uk/pensions-and-…
📞 01904 661140
#inheritancetax
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Providing a personal, supportive service is something we pride ourselves on, so it’s fantastic to hear clients feel confident in their financial future.
📞 01904 661140
📧 enquiries@pen-life.co.uk
#financialplanning
11
Discover why having the right protection in place can help strengthen your financial plan and how Niall, our new Protection and Insurance Specialist can help you:
pen-life.co.uk/preparing-pla…
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May 28
Another month, another Alfie adventure 🐾
Windy walks, stick stealing, brotherly rivalry and a well-earned sofa nap. Business as usual for Alfie and Josh!
#alfiesantics #vizsla #dogsofinstagram #petsofyork #officepets
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May 26
This month’s Guest House shines a light on local painter and decorator, Jeff Wright.
With 35 years of experience, Jeff is back helping homeowners across York with high-quality decorating and trusted advice.
#yorkbusiness #supportlocal #paintinganddecorating #homedecor
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May 22
Are you on track for your financial future?
Take one of our free quizzes for a personalised score and practical tips to help you plan ahead.
pen-life.co.uk/quiz/
📞 01904 661140
📧 enquiries@pen-life.co.uk
#financialplanning #retirementplanning
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May 21
Thinking about retirement?
It’s not just about saving, it’s about planning how you’ll live, spend and manage your income.
Read more:
pen-life.co.uk/are-you-ready…
enquiries@pen-life.co.uk
#retirement
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May 14
Ongoing support and clear advice can make all the difference to long-term financial confidence.
We’re here to help you plan with clarity.
📞 01904 661140
📧 enquiries@pen-life.co.uk
#financialplanning #retirementplanning #clientcare #trust
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May 12
Market volatility can be worrying, but short-term dips don’t always mean long-term losses.
Read our blog here:
pen-life.co.uk/worried-about…
📞 01904 661140
#investmentplanning #marketvolatility
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Clear, supportive advice can make all the difference when planning your pension.
Helping you move forward with confidence.
📞 01904 661140
📧 enquiries@pen-life.co.uk
#financialplanning #pensionplanning #financialconfidence #retirementplanning #trustedadvice
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13
Tax changes are on the horizon, from CGT to savings and rental income.
Staying informed and planning ahead could help reduce the impact.
Read more here: pen-life.co.uk/four-upcoming…
📞 01904 661140
📧 enquiries@pen-life.co.uk
#taxplanning #financialplanning
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Apr 28
Are you asking the right questions before retirement?
Download our free guide and start planning with confidence.
keap.page/su145/10-all-impor…
📞 01904 661140
📧 enquiries@pen-life.co.uk
#retirementplanning #financialplanning #retirementgoals
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Apr 23
Alfie is now officially King of the Woods 👑🐾
Sunshine, races and two very happy dogs, spring adventures are well underway.
#alfiesantics #officedogs #springwalks #petsofinstagram #teampenlife
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Apr 22
At its heart, protection planning is about peace of mind.
As our new Protection Adviser, Niall McSharry helps people put financial safety nets in place to protect their families and their businesses if the unexpected happens, whether that’s illness, an accident, or loss.
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Apr 21
This month’s Guest House features White Syke Fields.
A flexible countryside venue near York, perfect for corporate events and weddings with a relaxed, bespoke feel.
whitesykefields.co.uk/
#guesthouse #eventplanning #yorkbusiness #corporateevents #weddingvenue
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Apr 20
Having a trusted Financial Planner who understands your situation can make all the difference, especially when life is unpredictable.
We’re here to support you.
📞 01904 661140
📧 enquiries@pen-life.co.uk
#financialplanning #trustedadvice #financialconfidence #moneymatters
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Apr 16
Planning ahead helps reduce tax, and make the most of what funds are passed on through generations.
We explore how both donors and beneficiaries can prepare for the great wealth transfer:
pen-life.co.uk/how-to-prepar…
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Women are still less likely to invest than men, which can impact long-term financial security.
Read our blog here: pen-life.co.uk/the-gender-in…
📞 01904 661140
📧 enquiries@pen-life.co.uk
#financialplanning
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