PenLife Reviews

We have been clients of PenLife for a number of years now and they (Debs and then Adam) have always taken the time to understand our personal circumstances and needs. They have always been very approachable and responded quickly to any requests and we would recommend their services.

Having worked in Horticulture for nearly 40 years on a small salary it was really important for me to invest wisely. Penlife (Louis Maddison) offered support and guidance which gave me the confidence to invest. I am now in a position to take early retirement at the age of 55 using my investments. I would not be in this position without Penlife. A very professional and considerate organisation. So thank you Louis. Alison

I have been looked after by Penlife for quite a few years now, it’s always a very pleasant experience visiting Adam Dent in York. It’s always very relaxed, and it’s very reassuring to know that someone is doing their best for you.

My advisor, James Wadsworth at PenLife, is always a pleasure to meet. He takes a keen interest with not only my financial needs, but also myself, my hobbies, and my family. His recommendations have allowed me to retire early, and I thank him for that. As for the company, from the moment you step through the door, you are treated as if you are important, and not just another person. I've always been offered a drink, and never been kept waiting too long. Overall, I would definitely recommend PenLife.

Very helpful initial chat with Soyfur. Gave advice that was in our best interests. Thank you very much.

Couldn’t recommend Tom and PenLife more!

I have been meaning to do this for sometime. I would like to let anyone who needs help with finance know what a excellent service PenLife provide. I have been with them now for 11years. During a very difficult period after Divorce and subsequent pension division I was expertly guided by John Walker and now Hayden Wishart has taken over my affairs he has been wonderful and supportive. My experience has given me peace of mind knowing i can trust an honest company which at times can be hard to find. Thank you

James Wadsworth has been my financial adviser for several years.He is backed up by the excellent administrative support from PenLife Associates of York. James is very knowledgeable and experienced in the increasingly volatile world of investment and he has always been frank and upfront about the occasional 'lows' that, fortunately, are more than well counterbalanced by the 'highs' that he is able to engineer from his diligent handling of the management of my modest investments. He is a pleasure to work with and I have always had the utmost confidence in his strategy. Furthermore, I strongly recommend him and his team at PenLife to anyone looking for a totally competent pathway to successful personal investment.

Myself and husband have been clients of Pen Life for a few years, we have always dealt with Debs who has given us good advice in sorting out our pensions and helping us retire.

I have been with PenLife for 14 years and have recommended them for family and friends. The advice given is always explained fully. I am retired and I feel that with PenLife's help I am in control of my pension and finances

PenLife have supported me for the past 6-7 years, managing and merging several pots into one diversified scheme. Tom has always patiently explained all the pros and cons of my various choices available. Now I'm of 'pensionable' age, PenLife are kindly advising me during a period of uncertainty whilst I decide what I'd like to do regarding work/career/retirement. Whether it's annual reviews, transferring funds from other pension pots, or ad-hoc advice, I've always found PenLife to be responsive, positive and willing to undertake the administration involved (which I find to be laborious). PenLife were recommended to me all those years ago and it's one of the best pieces of advice I've ever received.

I have been a client of PenLife for several years and have always had excellent service from all the staff. My advisor, Haydn Wishart, is very approachable and understanding. He deals with matters promptly and professionally. I would not hesitate to recommend PenLife to others.

My wife & I have been with PenLife for over two years now, following our decision to transfer over my DB pension. We have been thoroughly impressed by the professionalism and expertise of PenLife (Deborah Jacobs), from the initial consultation up to the present day, along with the efficiency of the admin support (Nicola O'Mahon​​​​) in responding to any ongoing queries. Deborah took the time to understand our financial goals and tailored a plan to suit our needs. Her advice has been invaluable, and we feel more confident about our financial future. We highly recommend their services to anyone looking for reliable and knowledgeable financial planning.

No issues in recommending PenLife, especially Adam Dent who is helping with an unplanned early retirement after being made redundant at the end of 2024. Adam viewed my position and amalgamated different pensions I'd gained over the years, these were both personal and employee pensions. He also helped in dealing with HMRC. I didn't think it would be possible to retire but thanks to Adam I'm now enjoying my retirement a few years earlier than I thought I would be.

Reaching 55, I approach Penlife as I wanted some solid advice from Financial Advisors and pension specialists. Penlife seemed to be a company reading about them and also their reviews that would help me, so i decided to get in touch with them. I certainly made a right decision as they have to provided a first class service, and have given me some great advice to assist me with my pensions and the prospect of a future of not worrying too much about my finances. Not one for doing reviews, but where credits due it has to be written. Thank you Penlife.

so pleased i was introduced to penlife. i now feel my money is safe and working forME.

I have been a client of PenLife since 2021 and they have helped me navigate a course through redundancy. Tom Hughes has been my adviser and has provided clear and useful advice. He is always approachable and helpful with with any questions I have and responds promptly.

Louis at PenLife is extremely knowledgeable and has explained everything in an easy to understand way. I would not hesitate to recommend PenLife.

I have used Pen Life for many years and am using them to manage a SIP and other investments. Their management of the products, and financial advice, has been excellent and the people have always been very professional as well as very helpful.