We’d like to congratulate a leading financial planning firm based in York (one of Your Local Link’s long-time advertisers), which has recently been recognised for its excellent work, with seven Financial Planners from the firm now listed amongst the highest-rated advisers in the North of England.
PenLife Associates has been providing personalised financial planning advice and exemplary service since 1984, when the company was first founded on good old Bishy Road – today, it is based in lovely offices in Upper Poppleton. While this well-regarded financial planning firm has long focused on personalised advice for individuals, families and business owners in and around Yorkshire, this most recent accolade has only solidified its reputation for successfully assisting local clients in achieving their financial goals.
The seven Financial Planners from PenLife earned their positions as some of the best-rated in all of the North due to VouchedFor, a free, consumer-focused platform that enables prospective customers to browse transparent reviews when shopping around for financial services in their local area. As the top platform for reviewing, rating and recommending mortgage advisers and financial advisers in the UK, VouchedFor acts as an accurate and up-to-date barometer of the quality of a firm’s financial services, as seen from the all-important perspective of the customers themselves.
Thanks to consistently outstanding client feedback on the platform, PenLife Associates’ most-praised Planners were each granted a spot in VouchedFor’s 2025 Top Rated Financial Adviser Guide, an illustrious list of lauded financial professionals that was published in The Telegraph on 25th June this year. Alex Whitson, Managing Director of VouchedFor, stated: “The 2025 Top Rated Guide recognises the financial advisers and coaches who are doing brilliant work for their clients. All the advisers who qualify should be incredibly proud of their achievement – and the great work they do for their clients.”
Given that PenLife is committed to empowering clients to make informed decisions about their financial future, this wide-reaching recognition could not be more welcomed by the firm. Deb Jacobs, Director & Chartered Financial Planner at PenLife, commented: “With 40,000 financial and mortgage advisers operating across the UK, we’re delighted to be named in such a selective list, even more so because the recognition comes directly from our clients’ feedback. It means a lot that they’ve gone out of their way to support us, and we’d like to thank them all. What’s more, only 18 advisers from York made the list, and over a third of these are from PenLife – that’s something we’re really proud of”, and quite right too!
PenLife Associates’ inclusion in this year’s VouchedFor’s Top Rated Financial Adviser Guide only highlights its ongoing commitment to delivering outstanding financial advice, and building long-term relationships with its clients based on trust and integrity – after all, a happy customer is a loyal customer!
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