Discovery Meeting

If you want to get a better handle of your finances but don’t know where to start, you’re not alone.

Financial Planning and Advice should be available to everyone, no matter their situation. If you don’t know if you’re doing everything you can to protect your family then now is the time to do something about it. You can speak to a member of the Penguin Advice Team and find out how you can make sure you leave a lasting legacy, that your family is protected, and how to live a life you truly deserve.

Our aim is to help you live your best life by making smarter financial decisions and that starts right here with you.

It’s time to put an end to the financial stress, the sleepless nights, and the worry that you haven’t done enough to safeguard your family. It’s time to get yourself on the right financial path, put the right plans in place so you can focus on your goals, and spend precious time with the ones you love.

Are you ready to book your no obligation Discovery Meeting? It comes at our expense so you pay nothing for your first chat with us.

With the current restrictions facing the UK and no clear date of when things will return back to normal, we’re only offerings meetings held remotely via Zoom, Skype, Facetime, and Phone call.

 

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Discovery Meeting

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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