Financial Planning for Families

Plan For The Life You Deserve

Book Your Discovery Meeting

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.

Book Your Discovery Meeting

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.

 

Book your no obligation Discovery Meeting

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.

 

Download the Expenditure Review

Fed up of sleepless nights worried about your finances? Take the first step and speak to a member of the Penguin Advice team

Book your Discovery Meeting

Signup to our mailing list

Receive the latest monthly news, tips, events and financial commentary from the Penguin Team, straight to your inbox.

Book your
Discovery Meeting

Contact Us

T: 02920 450143

A:

Penguin House, Raleigh Walk, Brigantine Place,
Cardiff, CF10 4LN
________________

Cowbridge Office
5 Willow Walk , Cowbridge
Vale of Glamorgan, CF71 7EE


Penguin © 2021. Penguin is a trading name of Penguin Wealth Planners Ltd. who are authorised and regulated by the Financial Conduct Authority (FCA no. 830057). For further information please View More


Privacy Policy