PenLife Associates 3 Opus Avenue, York YO26 6RS
About the Business
PenLife Associates is a prominent establishment that specializes in providing top-notch financial services to its clients across the United Kingdom. Located at 3 Tudor Road, Opus Avenue, York YO26 6RS, PenLife Associates is committed to delivering quality financial solutions that are tailor-made to meet the unique needs of each client.
With years of experience in the financial industry, PenLife Associates has built a reputation for excellence due to their dedication to satisfying their clients' diverse financial requirements. They offer a broad spectrum of services ranging from retirement planning to wealth management to tax planning and much more.
At PenLife Associates, every client is unique, and the financial experts take time to understand and analyze their client's current financial status before recommending any financial solutions. This personalized approach has helped PenLife Associates to build a loyal client base that keeps coming back for their impeccable services.
The institution's opulent facilities are designed to cater to their clients' convenience, with ample parking spaces and comfortable seating areas. Their team of highly qualified financial advisors and support staff are friendly, professional and committed to providing clients with the best customer experience.
Whether you are looking for long-term financial planning, pension advice, or other financial matters, PenLife Associates is the go-to point of interest, providing exceptional financial solutions that will help you achieve your financial goals.
If you are interested in benefiting from the outstanding financial services offered at PenLife Associates, visit their location, and schedule an appointment with one of their proficient and friendly financial experts today.
Photos
Location & Phone number
3 Tudor Rd, Opus Ave, York YO26 6RS, United Kingdom
Hours open
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"I have been with PenLife since spring 2019 and very satisfied with the way my retirement funds have been managed through these very turbulent times. Throughout this period communication have been excellent and visibility of my investments afforded by regular updates and the investment rebalancing process. This has resulted in my investments achieving a full recovery and growth. Thank you to the PenLife Team."
"I have been using Pen Life York since 2012 when I moved to the area. I was recommended to them by an existing client. I visited an adviser at their offices and told the adviser what I wanted. I received advice which has proved over the past 9years to be very beneficial despite the current epidemic. I have a formal review once per year at my home with a written report on what hs been discussed and agreed. When I have needed a withdrawal this has been done within 7 working days. I am very pleased with the professional treatment and returns I have got from Pen Life and recommend them."
"I have been using PenLife for about 5 years now. In that time they have revolutionised my financial affairs. Not only have they consolidated various aspects of my finances but they have worked with me to set realistic financial goals. With their excellent support I am on track to exceed the goals. At a time like a global pandemic it has been hugely reassuring to know that I have such a professional company safeguarding my financial position. What's more everyone that I have dealt with has been extremely friendly and helpful. I would have no hesitation whatsoever in recommending Penlifee."
"This company provides expert advice in a friendly , professional but relaxing manner. I've been with PenLife for 12yrs and it's the best thing I have ever done. I used to worry about my finances but PenLife took all the worry away by explaining in simple terms and guiding me through decisions. I've just made a life changing investment which has changed my life. This would never have happened without PenLife's support."
"I moved my pension funds over to PenLife four years ago and it was quite simply one of the best decisions I've ever made. Over the period my fund has enjoyed circa 30% growth vs. the 3-4% I was getting from my previous employer's scheme; in fairness, an ultra-low risk portfolio. The personal service from my Adviser is exemplary and would highly recommend PenLife to those wishing for high yield personal service levels."
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