Pen-Life Associates Limited is a licensed, independent financial adviser that provides financial services to people in Yorkshire and beyond. Deb Jacobs, Tom Hughes, Nina Wright and Bernadette Render are directors of the company. Pen-Life Associates has a team of financial planners, managers, marketing coordinators, dedicated support team members, administrators and receptionists with the skills and experience to offer exceptional client results. They are certified financial planners with over 35 years of experience who help professionals in a simple, personalized and targeted way. Their team of experts helps clients plan for retirement, transition to retirement, and get the most out of their retirement. They are committed to assisting their clients to make smarter financial decisions that lead to greater well-being and quality of life. They are guided by their core values, which enable them to offer the best possible advice and service. The company believes that it delivers value beyond simply financial returns. When you work with us, you have the peace of mind that comes with knowing your finances are taken care of and you can focus on living your life to the fullest.
UNIQUE FACTS:
• They Support Business Owners With Their Financial Needs.
• The Firm Provides Advice in a Simple and Easy-to-understand Way.
• Highest Standards of Advice And Client Care.
Best Financial Services in York
Expert recommended Top 3 Financial Services in York, UK. All of our financial services actually face a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence.
We have a strict “No Pay to Play” policy.
PEN-LIFE ASSOCIATES LIMITED REVIEWS
I have found my experience with PenLife to be very positive. Deb has worked with me on my pension plans with the goal of early retirement. This was a process that took me a year to decide with Deb recognising some initial uncertainty and encouraging me to take the time to examine clearly my thoughts on risk and the pros/ cons and discussing these clearly with me in ways that were accessible for me. There was no pressure throughout and this was appreciated. I would certainly recommend PenLife to others.
PenLife have been our financial advisors for many years now and we have always been totally satisfied with the service they offer. They give honest, reliable advice and we feel that we can trust them to do their best to advance our financial position. The advisors we have dealt with are pleasant, friendly and do not pressure us in any way..We can wholeheartedly recommend them to anyone looking for financial advice.
Always dealt with in a timely and courteous manner and given excellent advise on my investments. My advisor is Deb Jacobs. She understands my needs and keeps me updated with the current trends. She is extremely pleasant and can explain issues very clearly She has never tried to persuade me to invest in anything I would not be comfortable with. I would recommend her to any of my family and friends
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Ardent Financial Planning is one of York's leading financial services providers. They are committed to helping you get the most out of your finances. Gary O'Brien and Mark Fisher are the company's directors and financial planners. Their Chartered Financial Planning status demonstrates their commitment to ensuring the highest possible standards. They specialize in pensions, ethical investing and supporting people going through divorce and needing care later in life. Their vast experience and knowledge allow them to help you in any situation. Ardent Financial Planning is committed to working with you to build a lasting relationship based on loyalty, trust and excellence. They aim to offer financial services and advice at the highest level, regardless of age and stage of life. Their proven track record of delivering high-quality advice in a professional, understandable and accessible manner will help you take control of your financial journey and achieve your future goals. The company creates an effective strategy tailored to your situation and goals. They are looking to buy your first home, grow your business or prepare for retirement, and comprehensive financial planning services will help you get the most out of your money.
UNIQUE FACTS:
• Online Appointments.
• On-site Services.
• 98% of Clients Believe They Helped Them Achieve Their Financial Goals.
• They Help You Preserve Your Wealth for The Next Generation.
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Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
ARDENT FINANCIAL PLANNING REVIEWS
I would recommend Ardent Financial Planning and in particular Ruth for her help and professionalism. Nothing was too much trouble as she arranged the best mortgage for me with my circumstances. She kept me up to date as things developed and especially as changes happened over the whole process. She arranged the best deal, was friendly and very helpful. I would definitely approach Ardent again and would recommend them with out a doubt.
Ardent were phenomenal from start to finish in assisting us with finding the perfect mortgage. We provided them with the maximum that we could afford and they provided us with a list of the best mortgage options within that bracket. They were all much better than we had found when looking ourselves. The service was simple throughout and the online portal is very user friendly. Brilliant customer care!
I have worked with Mark and his colleagues on a number of occasions, both professionally and personally, and have received excellent advice on each occasion. Mark is professional yet approachable and makes financial planning simple and straightforward. I will not hesitate to work with Mark and Ardent Financial Planning in the future.
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YorWealth Ltd is one of the financial services companies in the United Kingdom. The directors are Oliver Smyth, Katie Machin and Simon Cowley. The Company focuses on family financial planning, and customers trust it to protect family wealth across generations. They believe in their customers' future and are committed to achieving their long-term goals. YorWealth's independent financial advisors can help you manage your wealth and ensure you get the most out of your savings and investments. They listen to their client's needs and goals to create a personalized financial plan that addresses their concerns about their financial future. The Company understands that the purpose of wealth is to enrich your life and those of those around you. They will determine your property taxes and develop a concrete plan to achieve your goals should something happen to you. YorWealth understands how difficult it can be to plan for the future and will support you every step of the way.
UNIQUE FACTS:
• With Over 80 Year’s Combined Industry Experience.
• Online Appointments.
• On-site Services.
• Protecting Your Family and Growing Your Investments.
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Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
YORWEALTH LTD REVIEWS
As a young person, aged 25, I thought it was important to gain a much stronger understanding of my financial situation. I had a Zoom call with Katie Machin to discuss my financial situation in both the short and the long term. The advice that Katie gave me regarding saving for a deposit for a future property purchase, the different types of savings accounts available and pension information was invaluable. Her advice was clear and concise and her warm and friendly manner immediately made me feel comfortable talking about my finances. I am very grateful to Katie and I would highly recommend her to anyone seeking help with their finances.
I have had two visits to YorWealth offices near York. Both visits have been excellent. The staff are very welcoming, friendly and very knowledgeable. My dealings have been with Oliver, who is the utmost professional, with the clients interest at heart. I would certainly recommend YorWealth for any financial advice.
Great chat yesterday with Oliver Smyth at YorWealth regarding long-term financial planning for my family (i.e., pensions, junior ISA’s). He was professional throughout, offering sound advice which he made easy to understand. I would highly recommend YorWealth and plan to use them in the future.
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