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Reviews ( 186 )
Mike Furze
2024.05.28
Friendly personal service from a company who provide clear and well balanced information to make informed decisions. Would definitely recommend
Reply from PenLife
2024.06.04
Hi Mike, thank you so much for taking the time to leave a review, we really do appreciate it. We are delighted you are impressed with our service, and that you would recommend PenLife. Thanks again, The PenLife team
Alison Davies
2024.05.14
After using other Financial Advisors and pension specialists who let me down I decided I would research a local company who would "stay around". Penlife seem to be a company who would be more likely to buy out other companies than get swallowed up. So i gave them a go.
So far they have been first class and have given me some great advice to assist in my somewhat complicated financial planning. I am hopeful that they will continue to look after my interests for the future.
I dont write reviews unless i feel the service and acre has been exceptional. That should tell you everything you need to know. :)
Reply from PenLife
2024.05.14
Hi Alison, Thank you so much for leaving such a lovely review, we feel very honoured that you have left us one. We are delighted you chose PenLife as your financial planning firm, we know it can be tricky to find the right one. It’s really interesting that you wanted a firm that would ‘stay around’ and that wouldn’t be ‘swallowed up’, as in 2021, we became an Employee-Owned Trust. One of the many reasons we did so, was because we did not want to be swallowed up by a larger, soulless firm. Rest assured; we are not going anywhere. It has been a pleasure to assist you with your financial planning, and we look forward to many more years of advising and supporting you. Best wishes, The PenLife Team
John Baily
2024.03.25
My first visit to PenLife was some 40 years ago. As we had both just set up our own business I thought the similarity would create a close working understanding. Now here we are, PenLife with some 30 staff and me well retired, and still well advised. Conversations still flow, queries answered and advice for and against freely given. Still suits me very well.
Reply from PenLife
2024.03.27
WOW! How lovely that we have shared all these years together and that you are still impressed with the advice and service we offer. Thank you so much for leaving such a wonderful review and for supporting us from day one. Best wishes, The PenLife Team
Andrew Page
2024.03.23
I needed some advice when considering what to do approaching aged 55 with my works' Defined Benefit pension, whether to take it into payment and then plough into my company's other what appeared on paper to be a far better proposition for me at my stage in life and stage in my career.
He was able to rapidly understand my myriad of modelled scenarios, corrected a number of mistakes and was then able to spend some really quality time discussing the pro's and con's of my options afoot.
I've now made my decision and want to thank Tom for his help and guidance on this difficult matter - I will be using Pen Life again and hopefully Tom in the future at the next stage.
Reply from PenLife
2024.03.25
Hi Andrew, thank you for leaving a lovely 5-star review. We are delighted that Tom was able to provide you with some clarity on your available options. It is so important that the pros and cons are explained in great detail as this enables you to make an informed decision. We will pass on your comments to Tom and look forward to working with you in the future. Best wishes, The PenLife Team
Eric
2024.02.29
`soyfur as always arrived at the time and date that he said
he would and as been friendly and pleasant and always answers the questions we ask him and explained the answers to us, he
is very helpful in every way, we always look forward to his visits.
Reply from PenLife
2024.03.04
Hi Eric, thank you for leaving us a review and for your lovely words about Soyfur. We know he always enjoys catching up with you. We are delighted to hear you have been so impressed with the service you have received. Best wishes, Carolyn
Mick Clay
2024.02.28
Always friendly, great communication and genuinely interested in helping with present & future financial goals. The advice we have received has always been very sound and options have always been discussed with the pros and cons debated. We. Feel we can recommend Pen Life and their advisers to other people in total trust
Reply from PenLife
2024.03.04
Thanks so much for leaving us a 5-star review Mick, we really do appreciate it. We know how important it is that our clients feel fully informed on their options including the pros and cons – so thank you for highlighting that. Best wishes, The PenLife team
Janet Cooper
2024.02.28
I've been a client for a few years and have confidence that my advisor Louis gives me sound advice and that my money is as safe as it can be in this uncertain world
Reply from PenLife
2024.03.04
Hi Janet, thank you so much for leaving us a review. It is lovely to hear that you are happy with our advice. We'll make sure we pass on your kind words to Louis. Best wishes, The PenLife team
Sue Christie
2024.02.27
We all need to make the best of our income and resources. The PenLife team have helped us make the best of our modest resources since their organisation's inception. As we have moved into retirement and older age their advice is both spot on and reassuring, recommending when and where to get other reliable advice when it is outside their remit. We feel secure for ourselves and for our families. Be assured, PenLife's personable and professional team will be able to give you excellent advice and support for you to get the best from your income and resources.
Reply from PenLife
2024.03.04
Hi Sue, what a lovely review. Thank you so much for your very kind words. It's wonderful to hear you are so happy with our advice and service, and that you feel secure in both your financial future and your families' financial futures. Thank you so much for choosing PenLife. Best wishes, The PenLife Team
Andrew Walker
2024.02.07
Pen Life Associates have been my financial advisers for the past two and a half years. I have regular meetings and I pleased to say their prime concern is for the customer as an individual and the fact they will design their product around what I need now and going forward. I am more than happy to leave my finances in their hands and would thoroughly recommend them to anyone who needs guidance and advice in respect of their pensions and any other incomes.
Reply from PenLife
2024.02.07
Hi Andrew, many thanks for leaving us such a kind review. We really appreciate you taking the time to do so - and are delighted you chose PenLife Associates to guide you . It's lovely to hear your feedback on how we have tailored your plans according to your individual needs and aspirations - we know how integral that is to the financial planning process. Thanks again, The PenLife Team
David Asquith
2024.01.29
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 inheritence 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.
Reply from PenLife
2024.01.29
Thank you so much for leaving such a lovely 5-star review and for taking the time to share your experience with us. We are delighted to hear how impressed you are with the advice you have received and how confident you feel about you and your family's financial futures. Our Financial Planners find it a real privilege working alongside clients throughout their different stages in life. Thank you also for recommending us to friends and family, it really does mean so much to us. Best Wishes, The PenLife Team
tim sellar
2023.12.15
It has been over six years since I first became a client of Pen Life. As I was new to the area, I relied on reviews like this in order find a trustworthy advisor who could help with planning my retirement. John Walker from Pen Life replied to my initial query professionally and has maintained that standard ever since. John and the team have been a delight to work with and I genuinely feel that they have my best interests at heart. They have bought clarity to my retirement goals and how they can be achieved.
Reply from PenLife
2023.12.19
Thank you so much, Tim, for taking the time to leave a review. When it comes to choosing a Financial Planning firm, it can be difficult to know where to start. So, we really do appreciate it when clients leave reviews as they can be a big help to others (as you experienced) who are searching for a financial planning firm. We will pass on your kind comments to John and the team. Wishing you a very merry Christmas, from everyone at PenLife.
Gary Western
2023.12.15
Have been with Pen Life for over 13 years. We have always found them to be friendly and offer sound and impartial financial advice. We are now being advised by Craig Howard and the same level of professional service has been maintained. Would recommend both Craig and Pen Life for financial advice covering all life stages from mortgages to retirement planning.
Reply from PenLife
2023.12.19
Hi Gary, thank you so much for your kind review. It's lovely to hear that you have experienced the same level of professional service over those 13 years, and that we have been able to help you as you progress through various life stages. We'll make sure to pass on your comments to Craig. Wishing you a very happy Christmas, The PenLife Team
Martyn Wilding
2023.12.12
I engaged with Deb at PenLife several years ago about setting up a SIPP, & at all times through the setting up process & through the time since it was implemented the service & communications have been excellent, & the few queries that I have had have been dealt with by Deb & her team very promptly & professionally. I have recommended PenLife to a few friends & will continue to do so.
Reply from PenLife
2023.11.27
Hi Martyn,
Many thanks for your very kind words, we’ll pass them on to Deb and the team. We are delighted that you have recommended PenLife to friends and that you will continue to do so. Thank you also for your comments about our service and communication. Deb and all our Financial Planners know how important it is to keep in touch with clients and to keep them updated at every point, so it’s lovely to hear you say that service and communication have been excellent. Best wishes, The PenLife Team
Martin Reeder
2023.12.07
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 with the pros and cons debated. We can be sure that the best decisions are being made on our behalf. Feel we can recommend Pen Life and their advisers to our Friends.
Reply from PenLife
2023.12.07
Hi Martin, thank you for taking time out to leave us a 5 star review, we really appreciate it. Here at PenLife, we know how important it is that when seeking help with something as important as your finances, you want to deal with honest people who you can rely on and who have your best interests at heart. Thanks again for your kind words, best wishes, The PenLife Team
Chris Ruddock
2023.12.04
I have have have been with Penlife for more than ten years .I have worked with three advisors over that time, giving continuity. They have always provided me with balanced advice. Anytime you have a question it is answered in a timely manner. Always friendly and professional. I would thoroughly recommend them to anyone wanting pension or financial advice.
Reply from PenLife
2023.12.06
Hi Chris, we really appreciate you leaving such a lovely review, thank you. It's great to hear that you are very happy with the service provided by PenLife and that you would recommend us to people considering taking financial advice. Thanks again, The PenLife Team
David Timmins
2023.11.30
PenLife helped us sort out our future financial security, pensions and investments allowing us to plan ahead more confidently and enjoy our retirement
Reply from PenLife
2023.11.30
Hi David, thank you for your kind words. It's lovely to hear that with our support you have been able to plan ahead with confidence and enjoy this next chapter in your lives. Best wishes, The PenLife Team
Steve Roe
2023.11.29
We have been with Pen Life for a number of years now and have found all the staff to be very friendly and helpful.
We met Kristian Brinning last year when he took over looking after our pension fund and quickly realised he was very knowledgeable and easy to get on with. He has shown interest in our situation and is advising on other financial matters relevant to us. Thanks Kriss.
Reply from PenLife
2023.11.30
Thank you so much for leaving a five star review, we'll make sure we pass on your comments to Kriss. We have a great team here at PenLife and it makes us happy that you find all the staff friendly and helpful. Thanks again, The PenLife Team
Sheila Wilson
2023.11.28
I originally contacted PenLife when I was planning my retirement, and was immediately very impressed with their professional approach, and very clear advice. They have managed my investments ever since, and continue to provide an excellent service. My annual review meeting with Louis is very useful, and I know I can contact them at any time if I need additional help.
Reply from PenLife
2023.11.30
Hi Sheila, thank you so much for your kind words, and thank you for choosing PenLife. It can be quite daunting looking where to go for independent financial advice as there are many Financial Planning firms in York and the surrounding area, so we are delighted you chose us. Best wishes, The PenLife Team
Sarah Rees Jones
2023.11.28
I have been with Pen Life for around a decade now and worked with two financial advisors, initially managing the affairs of relatives under Lasting Power of Attorney. I have found their advice and support to be excellent throughout and we are now onto the third generation.
Reply from PenLife
2023.11.30
Hi Sarah, thank you for taking the time to leave us a review. We are delighted you have found our advice and support excellent, and that we have been able to help so many generations. Here's to the next decade! Best wishes, The PenLife Team
Angela V
2023.11.27
We have always had good service and guidance from our advisors at Penlife. We find their common sense approach and clear advice makes us feel secure in our affairs.
Reply from PenLife
2023.11.28
Thank you for leaving us a review, we really appreciate it. It's lovely to hear how much you value our service and advice. Best wishes, The PenLife Team