Transforming lives
through big-picture
financial planning

"Fortunately, Mrs R came to PenLife and received professional advice to put her mind at ease, enabling her to take the plunge! She’s since retired, and has a plan far more suitable for her needs that she can rely on in the years to come."

"His annual review wasn’t spent talking about graphs and funds. It was spent talking about his life and how his investments, and our advice, could help fund the lifestyle he wanted and allow him to spend without worry."

"An important part of organising their affairs was not only consolidating a number of plans which were dotted around, but taking their plans out of sole ownership and making them joint; which Deb knew would make things a lot easier for the remaining spouse should one of them sadly pass."

"She chose to invest a small amount of her time and energy into something truly deserving which undeniably paid off!"

"Our Financial Planner discovered that, if Mr James were to strategically invest his pensions, he could actually retire the next day if he wanted to and keep his current property!"

"We also showed Mr Jones how his money could potentially recover from the hit. We also gave him some urgently needed security through the reassurance of receiving well-informed, highly qualified advice."

"They shouldn’t hold back on the things they enjoy doing in life – their money wouldn’t run out! Justine encouraged them to live the life they wanted to, and they made some overdue lifestyle changes. Sometime later, they contacted us again to say they took our advice and have never looked back."

"Adam advised me accordingly and arranged for me to start receiving some of my pensions. By doing this it helped me to follow a long-term desire to set up my own cake business and leave my full-time job."

"Louis listened to Mrs C, taking time to understand her priorities in life and her aspirations. He then developed and implemented a financial plan to ensure her goals were met. Mrs C was, as you can imagine, over the moon to discover that she was actually in a position to retire whenever she wanted!"

"They discussed their financial situation with James and talked through their goals and aspirations for the future. The couple were looking for some advice – they felt the amount they held in cash was too high and so wanted to explore the investment options available to them"