Carolyn Myers

[PenLife Associates @PenLifeUK]

This month’s Guest House features York’s Pastelle Kitchen & Events. From weddings to corporate gatherings, they bring vibrant, seasonal menus to the table. Visit: https://t.co/ryxVYMJHtN #eventcatering #weddingcatering #yorkevents #supportlocal #guesthouse

[PenLife Associates @PenLifeUK]

Retiring in 2026?

Take our quick quiz to see how ready you are.

✅ Check your plans & goals
✅ Assess pensions, savings & investments
✅ Spot any gaps early

Get instant and personalised results.

👉 https://t.co/LnCYdoQdyQ

#RetirementPlanning #RetirementReady

[YO1 Radio @thisisyo1]

💙 A York financial planning firm has raised more than £10,000 for charity. PenLife Associates donated £10,209 to OSCAR’s Paediatric Brain Tumour Charity, taking their total raised for local causes to over £50,000.
#York #LocalNews #Charity #CommunitySupport #Fundraising

[PenLife Associates @PenLifeUK]

Worried about your pension running out too soon?
Explore ways to create a sustainable income for retirement in our latest blog:

https://t.co/l0mNPjYMjU

#retirementplanning #pensions #financialplanning

[PenLife Associates @PenLifeUK]

Yesterday, the PenLife team raise £761 for @OscarsCharity by collectively swimming the width of the English Channel!

Huge thanks to @QueenMarysSch for generously letting us use their pool.

Thank you to every donation, & to our marvellous lap counter John Whiting😊!

#charity

[PenLife Associates @PenLifeUK]

We are halfway through the tax year, have you made the most of your allowances yet?
Read our latest blog to find out how to make the most of them before 5th April.

https://t.co/cxALGBVVVp

#taxplanning

[PenLife Associates @PenLifeUK]

From April 2027, pensions could be included in IHT calculations, leaving your family to face a potential 40% tax bill on savings you worked hard for. We’ve created a free quiz, to help you understand how ready you are for the upcoming changes.

https://t.co/ufCTGcgqF6 #IHT

[PenLife Associates @PenLifeUK]

The perfect PenLife breakfast - fantastic company, fabulous food and a gorgeous venue at @theivyyork.

Thank you to everyone for coming and to the fabulous businesses for helping to make our goodie bags so 'good'!

[PenLife Associates @PenLifeUK]

From April 2027, pensions could be included in IHT calculations, leaving your family to face a potential 40% tax bill on savings you worked hard for.

We’ve created a free quiz, to help you understand how ready you are for the upcoming changes.

https://t.co/ufCTGcfSPy

#IHT

[PenLife Associates @PenLifeUK]

On Sunday 21st September, a mad bunch of PenLifers will climb Pen-y-Ghent, Whernside, and Ingleborough in under 12 hours, all to raise funds for @OscarsCharity, our charity of the year.

You can view our fundraising page here: https://t.co/2PStSpCGkY

[PenLife Associates @PenLifeUK]

Last week we had the pleasure of welcoming George Myers, a Sixth Form student, to PenLife for his work experience placement.

Thank you, George, for all your hard work and enthusiasm. You’re welcome back anytime!

#WorkExperience #PenLife

[PenLife Associates @PenLifeUK]

Seven of our Financial Planners have been named among the highest-rated Financial Planners in the North of England in VouchedFor’s 2025 Top Rated Financial Adviser Guide, published in The Daily Telegraph today!

#TopRatedAdviser2025 #VouchedFor #FinancialPlanning

[PenLife Associates @PenLifeUK]

We're thrilled to share that our raffle at the PenLife Festival raised an amazing £475 for @OscarsCharity, taking our total fundraising for the year to over £4,000!

Thank you to everyone who generously donated prizes and to all who bought tickets.

[Yorkshire Financial @YorksFSAwards]

Congratulations to our finalists for the Employer of the Year award:

Core Financial Paraplanning Limited

@evelynpartners

@PenLifeUK

#YFAwards

[PenLife Associates @PenLifeUK]

Another great review! ⭐

Louis has been praised for his expertise, clear guidance, and personalised approach - keeping clients informed & understanding their needs beyond finances.

Investment returns are not guaranteed and you may get back less than you originally invested.

[PenLife Associates @PenLifeUK]

Are you on track to retire in 2025?

Our quick 5-minute quiz assess your retirement readiness! Get instant, personalised results on:

✅Your financial readiness
✅Tips to help you make informed decisions
✅Areas you may need help with

Take the quiz now: https://t.co/LnCYdoQdyQ

[PenLife Associates @PenLifeUK]

Whether you're preparing for retirement, funding your child's education, or ensuring your family's financial security, our team is here to help you.

📆Date: 19th March 2025

📍Location: PenLife Associates, 3 Tudor Court, Opus Avenue, York, YO26 6RS

To book: Call 01904 661140

[PenLife Associates @PenLifeUK]

Retirement marks an exciting new chapter! 🎉

To help you transition smoothly and live the life you truly want, download our FREE guide: “Are you looking to retire in the next 12 months?”

Order here: https://t.co/4f2wAxvtVU

#RetirementPlanning #FinancialFreedom #Retire2025

[Emirates FA Cup @EmiratesFACup]

A history-making night for @HarrogateTown as they progress to the #EmiratesFACup third round 👏

[PenLife Associates @PenLifeUK]

Huge thanks to all our friends who joined us at PenLife's 4th Annual Catch Up at The Impossible @360accountants @andrejacksons @Berwins @crombiewilkinson @HandelsbankenUK @HethertonsLegal @IsonHarrison @knights @LaterlivingN @Weightmans