Do you know what sort of life you want to live?
You’ve worked hard to get where you are today, but there is always more than can be done to ensure that both you and your family are fully protected.
Your family deserve to live their best life and that means putting the right plans in place to make sure that, no matter what happens, your loved ones are always looked after.
You may be asking yourself…
- How do I plan my finances?
- Do I have enough money in case I can’t work?
- Do I have the right Insurance in place?
- What happens to my family when I die?
All of these questions can be answered, simply, by speaking to a member of the Penguin Advice team and putting the right roadmap in place for your future.
Leave the technical talk at the door, replace confusion with clarity, and live a life you’re proud of.
How to plan your finances
When was the last time you really took a look at your finances?
Financial Planning and Advice isn’t about just ‘looking after your money’, it’s about making sure you and your family can live the life you want and truly deserve.
This video highlights just how important it is to keep reviewing your situation. It shows you what’s needed so that planning your personal finances no longer feels like a chore, but something to continually develop to put you and your family in a better position.
The next step? Taking away the confusion and making smarter financial decisions.
People just like you
Being a complete beginner when it comes to managing my finances I couldn’t recommend this company more. They have set up life and critical illness cover for me, as well as a pension plan. Being a nurse, I work long hours but they’ve been very flexible in arranging telephone meetings to meet my availability...
Like most couples we had a mixed bag of pension provisions, some personal pension savings, some company scheme savings and some cash in the building society. Penguin were really good at helping us to sort out our retirement goals and answering the big question, can we afford to retire...
Mike & Lesley2021
They have provided planning for our retirement and pension, updated our wills, organised our Family Trust and secured our children’s inheritance. Customer Service is excellent and we always have a quick response to any queries...
Sue & Dave2020
Review your spending
When was the last time you reviewed just how much you spend?
Reviewing your expenditure should be something you do at the beginning of each year, you could even go as far as to do it every six months. It means that you know exactly how much money you have coming in and how much you’ll likely spend.
Penguin’s Expenditure Review is an easy tool that will do all of the maths for you. All you need to do is fill it out.
Reviewing your spending and setting a budget is the perfect first step to understanding how you can make your money work harder for you.