Advice Services

Advice Services for Business Owners

At Penguin we offer a holistic, comprehensive Financial Planning service, as well as an individual, focused Advice Service where needed.

The Penguin Financial Planning Service

This is an evaluation of what you really value and what you really want, both now and in the future.

Together we then create a Personal Financial Plan to achieve your lifetime aspirations.

This would include an accurate financial forecast that tells you how your financial future would look based on your existing financial arrangements.

Get in touch to find out more

Focused Advice Services

  • The Penguin Protection Review Service – a detailed analysis of your needs and current arrangements to protect those most important to you in the event of an unforeseen tragedy
  • The Penguin Pension Review Service – a review of your existing pension arrangements to give you a clearer view of how the future may look on your current path and how to improve it
  • The Penguin Investment Review Service – a comprehensive review, organisation and analysis of your collection of financial policies and arrangements that you have gathered over time.  We then create an effective investment portfolio that matches your personal needs and accurately reflects how you feel about risk, and loss
  • The Penguin Financial Freedom Planning Service – this is a comprehensive analysis of your options at retirement, to meet your personal needs and maximise your future income.  We then carefully create a bespoke retirement plan to deliver the security and Financial Independence you seek


Save time on setting up business financial plans for your future, arrange your free Discovery Meeting below.

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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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