Financial Advisers (Independent) in York
3 Tudor Court
The financial plans you make as you go through life's different stages can have a profound effect on the quality of your life. In this fast moving and impersonal modern world of recorded messages and automated transactions it can be difficult to find personal and consistent advice you can trust. Pen-Life were one of the first Chartered Financial Planning practices in the region the gold standard in financial planning which demonstrates a firm's knowledge, capability and ethical practice. Our approach to personal service and continuing client care is recognised by many of the region's leading accountants and solicitors, who trust us to deliver the very best financial planning solutions to their clients.
Pen-Life Wealth Management Ltd has access to a wide and growing range of financial services of outstanding quality through its partnership with St James Place Wealth Management Ltd. This gives our clients the unique opportunity of access to the distinctive approach to investment generating consistently superior results.
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Monday to Friday: 9am - 5pm
Saturday to Sunday: Closed