Home » Your 2023 Forward Planning
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.
At Penguin, our passion is “Helping People Live their Best Life, by Making Smarter Financial Decisions.”
Reviews are an important way to ensure others reach out for Financial Advice, so we would really appreciate your feedback.
To do this, please follow one of the links below:
Need some inspiration for your Review? Please check out our Client Testimonials and see what they say about Penguin!
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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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