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At Penguin we offer a holistic, comprehensive Financial Planning service, as well as an individual, focused Advice Service where needed.
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.
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Contact Us
T: 02920 450143
A:
Penguin House, Raleigh Walk, Brigantine Place,
Cardiff, CF10 4LN
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Cowbridge Office
5 Willow Walk , Cowbridge
Vale of Glamorgan, CF71 7EE
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Pembrokeshire Office
County Chambers, Warren Street,
Tenby, Pembrokeshire,
SA70 7JS
Penguin © 2021. 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