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Pen-Life Associates Ltd It's about helping our clients to make smarter financial decisions, to allow them to reach their goals. Including Cash, Pensions and Investments - which bracket do you think you would fall under?. In terms of your finances, you've said you're interested in creating and implementing an effective tax strategy. The tax system in the UK is incredibly complex, and by having a well thought out plan in place, you can be assured that you're only paying what you need to, and no more. Although, not everyone has trouble with tax, those that do rarely solve the problem alone without advice.
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About Us
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Helping you make smarter financial decisions, which lead to increased well-being and a better quality of life. Established over 35 years ago, we are a firm of Independent and Chartered Financial Planners providing no-nonsense financial advice to people across Yorkshire and beyond. Our focus is on helping our clients make smarter financial decisions that lead to increased wellbeing and a better quality of life.
Our Team
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Helping you make smarter financial decisions, which lead to increased well-being and a better quality of life. Fortunately, we have a team of Financial Planners, Managers, Dedicated Support, Marketing Coordinators, Administrators and Receptionists who have the skills and experience to do just that.
Our Vision
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We focus on helping clients get and maintain the lifestyle they choose, no matter what happens. Many people think financial planning starts with plans and policies, investments and savings, facts and figures, graphs and charts. We specialise in wealth management and tax planning (making the most of your money during your lifetime, and helping you to pass it to whoever you choose beyond that).
Our Accreditations
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The reasons you can rest assured you're receiving the very highest standards of advice and service. In a world of complex and conflicting information, it can be difficult to know who to turn to for financial advice. We go out of our way to get independent accreditations, which means you can be reassured you're dealing with advisers with the very highest standards of advice and client care.
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