• Our Team

    Julie Wilson

    I am a Chartered Financial Planner, and a Director and Practice Manager at PenLife Associates Ltd, Chartered Financial Planners in York. I am a Fellow of the Personal Finance Society – the highest professional qualification available in the UK.  I have been married to Rob for longer than most life prison sentences, and have two grown up (do they ever grow up, actually?) daughters – Kayleigh and Remy.

    Deborah Jacobs

    I live in York and have worked for Pen-Life since April 2013 as an IFA, I have been in the industry for 20 years and previously worked in the banking sector. I gained my Chartered status in Summer 2016. Outside work I love to spend time with friends and family and if this can also involve some form of nice food I am in my element! I also enjoy travelling and keeping fit, although the latter is only really to make up for my love of chocolate!

    Bernadette Fletcher

    Bernadette is a bit of a mouthful, so most people call me ‘B’. I live in York and like to spend most of my spare time with friends and family. I have been known to enjoy a cocktail or two! I’ve worked in Financial Services for 20 years and joined Pen Life in January 2013, as a project manager. I currently head up our Paraplanning Unit, one of the Administration Teams and am also the Technical Coordinator. I have achieved my Diploma so am now a fully fledged IFA and am studying towards Chartered status.

    Nina Wright

    I live in Acaster Malbis with my husband Jeff and our son, Harvey. I’ve worked in the Financial Services Industry for 29 years, having joined Pen-Life in October 2013, and have recently achieved a Diploma in Financial Planning. My role within the company is to provide support to the Financial Advisers and Directors and manage the administration team. Outside of work I enjoy spending time with family and friends, reading, swimming and pilates.