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.

Let us give you piece of mind

Book a Discovery Meeting at our expense

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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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