PenLife Chartered Financial Planners
Initial consultation free
Independent
You don’t need to feel nervous about getting help with your wealth. Our dedicated team of experts offer friendly, down-to-earth advice that gets results. It’s a holistic approach that supports your life, not just your finances.
We can advise you on
Clients
helped
helped
102
Minimum
pension value
pension value
£100k+
Minimum
wealth
wealth
£100k+
Minimum
mortgage value
mortgage value
£0+
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 FPFS
Independent Chartered Financial Planner
Mr Thomas Hughes APFS
Independent Chartered Financial Planner
What our clients say
mm
Mrs M
Thank you for explaining things so clearly & making the whole exercise so straightforward
mj
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 timed intervention and I can't thank you enough.
mb
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 outstanding in all respects.
ma
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 retire at 55 was a huge bonus, and this was planned in tandem with advice as to how best to invest funds for the eventual maximum inheritance of funds for my wife and/or children, which is a huge source of comfort for me. I have been happy to recommend PenLife to several friends and family members which amply demonstrates my satisfaction with the service I continue to receive.
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