Pen-Life Wealth Management Ltd
About Pen-Life Wealth Management
There are currently four highly qualified advisers in Pen-Life Wealth Management Ltd who are able to advise on all aspects of finance. Each of our advisers also specialises in a financial planning discipline which enables us to provide personal advice of the highest quality to meet our clients’ individual objectives.



Andrew Richardson

Andrew is the Managing Director of Pen-Life Wealth Management Ltd. Having left the Royal Air Force in 1987, Andrew has worked for a variety
of financial services companies including national banks and accountancy firms in the area. Andrew joined Pen-Life in 1996 and specialises in investments, particularly in relation to retirement planning.





Phil Mutter

Phil is a Director of Pen-Life Wealth Management Ltd and has been involved in financial services since 1994. Phil specialises in residential
and commercial finance and is qualified to offer advice in all areas of the equity release market.





Julie Wilson

Julie is a Director of Pen-Life Wealth Management Ltd and the Practice Manager. She qualified whilst working for a large firm of local accountants. Involved in financial services since 1980, Julie is a chartered Financial Planner and Practice Manager for Pen-Life Wealth Management.





Don Atkins

Don has a wealth of experience in all aspects of financial planning
having worked for a number of years with Prudential and as an
Independent Financial Adviser. Don is qualified to offer advice in all
areas of the equity release market*.

*To understand the risks and features associated with this type of mortgage, please ask for a personalised illustration.




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