A York based Chartered Financial Planning firm has strengthened its growing team with the appointment of an experienced Independent Financial Planner who has spent nearly two decades supporting clients across the region.
PenLife Associates is delighted to welcome Rosie Braithwaite to its team, bringing with her 19 years of experience advising individuals, families and business owners across York and North Yorkshire.
Choosing the right Financial Planner is about more than qualifications and experience – it’s about working with someone who takes the time to understand what matters most. Rosie is known for exactly that approach, focusing on building strong relationships and providing advice that reflects each client’s goals and circumstances.
Her expertise spans investment planning, retirement strategies, tax efficient advice and estate planning, alongside specialist knowledge of pension schemes including the University Superannuation Scheme (USS). Throughout her career, she has developed a reputation for clear communication and helping clients feel confident in the decisions they make about their finances.
Before joining PenLife Associates, Rosie spent over 16 years at Atkinson Powell Financial Management, continuing in her role following its acquisition by Amber River Leodis Wealth. During this time, she supported clients through changing financial landscapes while maintaining consistently high standards of service.
Rosie said:
“I’m delighted to be joining PenLife Associates. The firm’s values, collaborative culture and strong presence in York really resonate with me. Hearing such positive feedback from friends who are clients gave me real confidence in the move. I’m looking forward to being part of a team that puts clarity, care and long-term relationships at the heart of everything they do.”
Deb Jacobs, Director at PenLife Associates, added:
“We’re very pleased to welcome Rosie to the PenLife team. Her experience, professionalism and approachable style make her a great fit for both our clients and our wider team. Rosie shares our belief in taking the time to understand people and providing advice that gives clients confidence and peace of mind for the future.”
PenLife Associates is known locally for its warm and personal approach to financial planning, helping people make informed decisions at every stage of life.
Rosie will be based with the PenLife team in York, supporting clients across the region.
Image provided by PenLife Associates
