Your Financial Journey With Us

Your Financial Journey With Us

The Discovery Process

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

Step 1 – The Advice Process

The Wealth Management Plan – An appraisal of existing plans and provision. We will identify shortfalls and adress needs via Penguin’s:

• Cash Flow Forecasting Service
• Trouble Free Retirement Service
• Investment Review Service
• Protecting Your Wealth Service
• Any other relevant recommendations

The Planning Meeting – Discuss Wealth Management Plan and agree a plan of action#

Step 2 – Implementation

The Implementation Process:

• Solutions researched and recommended
• Completion of paperwork
• Trust and will Instructions taken
• Confirmation of Advice Report
• Agree Forward Planning Process

Step 3 – Forward Planning Service

The Forward Planning Process – A fundamental element in the Planning Process. It keeps you on track towards your goals and objectives:

• Access to advice when you need it
• Complete Forward Planning and Preparation Booklet
• Review personal goals, values and objectives
• Update and adjust your plan as necessary
• Remove the Hassle Service

Updates and Events

• Monthly client newsletters and communication on current financial issues
• Penguin Quarterly Investment Updates
• Special client events
• Seminars to improve your financial IQ

Give us a call today on 02920 450143

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.