Business Owners

Are you a Business Owner?

It is not just helping people nearing Financial Freedom that Penguin specialise in, we also provide Financial Planning advice for Business Owners to set their businesses up for success and put financial plans in place to secure their future.

What we do for Business Owners

Financial Forecasting

  • A system to show whether your money/assets can last through your lifetime
  • Will Identify what you need to do to retire when you want
  • Analysis of your current and future tax position
  • Solutions to ensure you stay on track

Make Your Retirement Trouble Free

  • Review your existing plans
  • Define your goals, ideal retirement age and income desires
  • Consolidate, manage and draw income tax efficiently

Provide the Best Investment Strategy

  • We use a scientific risk profiling methodology
  • Portfolio design & construction of an Advanced Investment Strategy
  • Portfolio monitoring with Quarterly updates
  • Regular re-balancing of portfolios
  • Pension Valuation Packs on request

Remove the Hassle

  • We take the complexity and hassle out of administering your financial life
  • We sift through your paperwork so you know what to keep or destroy
  • We promise to respond to client’s calls and emails within 2 working days

Regular Forward Planning Meeting

  • Completion of Forward Planning Preparation worksheet
  • A Forward Planning Meeting of your planning, dreams and goals
  • Full update on your achievements and plans
  • We implement changes as and when needed

Young Family Protection

  • Calculate Family Protection Needs
  • Arrange suitable plans to ensure security for your family

Other Services We Provide

  • Elite Events – Special one-off events designed to improve your financial IQ
  • Wealth Management Update – A subscriptions to our monthly client newsletter
  • Second Opinion Service – Making ourselves available to consider new ideas from other sources and review your existing financial policies

Services we Orchestrate for you

  • Professionals Service– Information & updates for your other professionals and access to new professionals
  • Taxation Planning Service – In conjunction with your accountant & other taxation advisers
  • Mortgage Service – Access to our specialist mortgage advice team
  • Releasing Equity Service – access to our qualified equity release Specialist
  • Long-Term Care – A service to plan for your care needs.

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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

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