PenLife Chartered Financial Planners

Initial consultation free
We believe financial planning is about enabling you to attain, and more importantly maintain, the lifestyle you choose. It’s all about getting you to where you want to be – wherever that is.

We can advise you on

This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.

Meet our advisers

Ms Deborah Jacobs Dip PFS
Independent Chartered Financial Planner
Mr Thomas Hughes DipPFS
Independent Chartered Financial Planner
Mr Louis Maddison DipPFS
Independent Chartered Financial Planner
Mr Adam Dent DipPFS
Independent Chartered Financial Planner

What our clients say

Mrs M
Thank you for explaining things so clearly & making the whole exercise so straightforward
Mr B Western
If you want to feel totally confident and secure in the knowledge that your personal finances are in expert hands look no further. We know from our own experiences over 35 years PenLife are...
Mrs. R
Always friendly, great communication and genuinely interested in helping to meet our financial goals. The advice we have received has always been very sound and options have always been discussed...
Mrs J H
Thank you for all the advice you gave me just at the right time. Everything is in place and the whole family is financially sound and settled. This couldn't have happened without your very well...
Mr A
I have been a customer of PenLife for several years and have benefited from investment planning, retirement planning and now post-retirement financial management for over 4 years. Being able to...
Mrs. H
I admit I was a little concerned at first when considering whether to place my trust with a financial planning company. To say that I should not have had any worries at all is a huge under-statement....

Legal information

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