PenLife Associates
What customers say
Based on genuine customer reviews
Reviews
Reviews are taken from publicly available sources.
Always really helpful with our pensions. Tom is always very professional and trust his advice. We have now recommended him to others without hesitation as well.
I spoke with Kriss from PenLife this morning. He could not have been more helpful He was kind, professional and extremely knowledgeable. He fully understood my current financial situation and my objectives for the financial change that is imminent Kriss was reassuring whilst understanding my concerns He was able to provide me with some figures that will help my future financial decisions I would not hesitate to recommend Kriss and PenLife Associates Fantastic service Thank you
I have received advice on Pension Planning from Deborah Jacobs for several years. I have always received a friendly professional response to my questions and expert advice and recommendations at my annual review meetings. I have strongly recommended Penlife to my family and friends.
I am very satisfied with the service I receive from Penlife. Soyfur is an excellent ambassador for Penlife and easy to deal with making us feel our financial plans are being well looked after and meeting our expectations.
I have been looked after by PenLife for a couple of years now from when I got in touch with them as I was considering retirement, and wanted to make sure that I managed my pensions well. Their advice has been excellent in ensuring that I understand the options available to me, and that I choose how to take various pension for the benefit of myself and my family. I find the meetings very friendly and supportive and of course informative, and they have helped me move forward with confidence.
I had 2 separate pension pots, which didn't seem to be doing so well, and thought that combining them would be a good idea. So I turned to Penlife for advice in early 2025. James Wadsworth has been excellent. He reviewed my existing pension pots, and advised that by switching to Penlife the returns from the investment would potentially be more beneficial. I've recently had my annual review with James, and the value of the investment has increased more than I expected, considering the risk taken was medium risk.
My husband and I have been clients of PenLife for a number of years having Louis Maddison as our adviser throughout. We feel we are kept abreast of the global financial situation and how this affects our investments on a regular basis and trust the financial advice we are given to help us make financial decisions without any pressure being exerted by Louis or by the company.
Financial advisers in York compared
Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 5 businesses in this category in York are compared.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | MAPIO Financial Mortgage Advisors | ★ 5,0 | 158 | Yes |
| 2 | Ardent Financial Planning | ★ 5,0 | 93 | No |
| 3 | YorWealth Ltd- Financial Planners | ★ 5,0 | 57 | No |
| 4 | Pineapple Financial Planning | ★ 5,0 | 33 | No |
| 5 | PenLife Associates (this page) | ★ 4,9 | 244 | No |
