The Lifetime Focuser – A simple form that helps us to understand you, your current position, your dreams and goals
The Discovery Meeting – A meeting at our offices to clarify, understand and prioritise your values and goals. This meeting is completely at our expense and carries no-obligation
The Wealth Management Plan – An appraisal of existing plans and provision. We will identify shortfalls and adress needs via Penguin’s:
The Planning Meeting – Discuss Wealth Management Plan and agree a plan of action#
The Implementation Process:
The Forward Planning Process – A fundamental element in the Planning Process. It keeps you on track towards your goals and objectives:
Updates and Events
Our chartered financial planners and advisors have a wealth of experience and would love to help you. Take a look at how our business financial advice could take your business to the next level today.