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
71helped
Minimum
pension value
£100k+pension value
Minimum
wealth
£100k+wealth
Minimum
mortgage value
£0+mortgage value
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
Mr Louis Maddison APFS
Independent Chartered Financial Planner
Mr Adam Dent FPFS
Independent Chartered Financial Planner
What our clients say
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Mrs M
Thank you for explaining things so clearly & making the whole exercise so straightforward
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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...
mr
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...
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...
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...
mh
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....
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