Why Do I Need a Financial Adviser?

13 Nov 2018 | Articles | Business Tips |

You might find yourself asking ”Why do I need a Financial Adviser?” and questioning why you can’t do it yourself. The Financial service industry is currently tackling some of the major human issues of our time:

  • Keeping a business or family going in the case of premature death
  • Offering a retirement income that cannot be outlived
  • Protecting someone’s income if they become sick or disabled
  • Providing legacies when people die

Here at Penguin we can help you fully understand your dreams and financial goals and put the right plans in place to protect both you, your family, and your business. Whether you want to be free of financial worry, spend more time with your family or simply spend your days playing golf, what do you really want your money to do for you? As one of the leading Financial Advisers in South Wales, Penguin can ensure that every aspect of your finances are protected for generations to come.

 

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

A:

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