Your 2023 Forward Planning

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Most Financial Planning firms spend 80% of their time looking for new clients and 20% of their time looking after existing clients. At Penguin we have reversed this trend and to make sure we can continue to do this, we need to rely on you, our valued clients, to share what we do for you with others.

Not enough people in the UK are getting Financial Advice and as our Core Focus is “Helping People Live Their Best Life, by Making Smarter Financial Decisions” we need your help to achieve this.

We currently have space to take on 27 new clients in 2023, and we would be delighted to be recommended by you to someone you feel we could help and add value to.

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