Pen-Life was established in 1984 and has grown to be one of the most respected financial planning organisations in the Yorkshire region.
Our commitment to client care and personal service is second to none. Each of our highly experienced and qualified advisers specialises in a financial planning discipline, which enables us to provide personal advice of the highest quality to meet our clients’ individual objectives.
This approach to personal service and continuing client care is recognised by many of the region’s leading accountants and solicitors who refer clients to us, trusting us to deliver the very best financial planning solutions to those clients.
Julie has been in financial services all her working life. She is married to Robert and they have two children.
Julie is a member of the Personal Finance Society, has the Advanced Financial Planning certificate, and has Chartered Financial Planner status Julie is licensed to advise on equity release and home reversion plans as well as long term care planning. Julie is a member of the Retirement & Care Faculty of the Personal Finance Society.
Specialising in “later life” advising – from creating tax efficient income in retirement to wealth preservation and long term care planning – Julie receives referrals from many of the region’s leading accountants and solicitors who trust her to deliver the very best financial planning solutions to their clients.