Why do I need a Financial Planner?

13 Aug 2018 | Business Tips |

You may find yourself asking the question; Why do I need a Financial Planner? Here at Penguin, we see a Financial Planner as the SECOND most important professional in your life with the first being your Doctor. The fact is Financial Planners are integral to helping you plan your Financial future whether as an individual or business owner. Below is a video from Penguin Financial Planner Craig Palfrey highlighting the importance of using a Financial Planner and how we can help.




Call us on 02920 450 143 or email info@penguinwealth.com for more information and to book yourself a no obligation Discovery Meeting at our expense

More news & blog

Signup to our mailing list

Receive the latest monthly news, tips, events and financial commentary from the Penguin Team, straight to your inbox.

Book your
Discovery Meeting

Contact Us

T: 02920 450143


Penguin House, Raleigh Walk, Brigantine Place,
Cardiff, CF10 4LN

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

Penguin © 2024. Penguin is a trading name of Penguin Wealth Planners Ltd. who are authorised and regulated by the Financial Conduct Authority (FCA no. 830057). For further information please View More

Privacy Policy