Helping People Live their Best Life, by Making Smarter Financial Decisions.

Planning Your Finances is Planning for Life

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Peace of mind

No more financial uncertainty

A clear understanding

Don't delay your Financial Freedom any longer

Financial control

Take control and stop missing out on life

Financial Planning doesn’t need to be complicated

When planning your finances there’s a lot to consider.

  • How much do you need to save?
  • Where should you Invest?
  • What should you do with your Pension?
  • What plan do you have for your family when you’re gone?

These are all questions you may be asking when considering your Financial Future. That’s why we offer a complete service. All the answers you need in one place.

One company. One clear Financial Plan.

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The Penguin Promise

  • We believe in transparency. You'll always be updated and in control.
  • Communication is key. You'll have a dedicated Client Relationship team so you'll always have someone to talk to.
  • Our guarantee to you? If the Planning Process doesn't add value, you don't pay for it.
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Getting started is simple



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We'll develop a Financial Plan for your journey through life



Live the life you planned to live with the people that matter most

Financial Planning is about more than money

Having a destination without a roadmap delays your freedom, sometimes indefinitely. When dreams connect with plans they become goals. When goals connect with actions they become realities.

Financial Planners are here to help you take control of your finances, establish goals and make your well-earned money work harder and smarter for you.

It’s not just about “looking after your money”, it’s about protecting your family, it’s about simplifying your Financial Journey and helping you achieve your dreams.

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Trusted Financial Planners with a wealth of experience


People & families helped so far


Wills and Lasting Powers of Attorney put in place


Collective years of Financial experience

The Retirement Checklist

Have you started thinking about your Financial Freedom?

If you’re thinking about your Financial Freedom but don’t know where to start our free checklist is here to help. This checklist acts as a list that you can work your way through so you’re prepared for every eventuality. Downloading the free Retirement Planning Checklist means that you can start focusing on what really matters to you.


Life's too short to delay your Financial Freedom

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5 Willow Walk , Cowbridge
Vale of Glamorgan, CF71 7EE

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