Speciality:
“PenLife Associates Limited aims to help clients make smarter financial decisions that enhance well-being. Deb Jacobs is the director and financial planning team leader. The team at PenLife Associates advises private, corporate, and trustee clients on investments, pensions, tax planning, and retirement planning. They are dedicated to helping you and your family achieve peace of mind with clear, tailored advice you can trust. As an independent and chartered financial planning firm, they offer straightforward financial planning services to clients across Yorkshire and beyond. Since 1984, they have been delighting clients with their honest, empathetic approach to financial planning. They focus on helping clients make smarter financial decisions that enhance well-being.
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2025 Update: Their dedicated team of experts offer friendly, down-to-earth advice that gets results. They also offer £50 for every referral. They are authorised and regulated by the Financial Conduct Authority. They also offer a free initial chat with one of their financial planners.”