Financial Advice Cardiff - Financial Planning Free Guides | Penguin Wealth

Free Guides

Download one of our free resources

Please see below our selection of guides available for download.  They are free to download so click to find out more.

Managing your finances during Covid-19

There are a variety of avenues available to those who may have recently had their hours cut or been made redundant to ensure they can maintain a substantial cash-flow.   This guide was written with the intention of: Helping individuals….

Cash and Cashflow help for your business during Covid-19

What you can be doing to raise cash for your business and ensure that cash flow is maintained during the Covid-19 outbreak. As we continue to face unprecedented times across the globe we have seen a number of Businesses question….

Insurance Cheat Sheet

You’ll have a good idea about what sort of life you want your family to live after you’re gone. But, do you know how you’re going to give it to them? Putting the right Insurance in place mans that you’re….

Shareholder Protection Plans

Are you a Shareholder in a Limited Company? Shareholders in private companies, typically owner/managed situations, should utilise Shareholder Protection Plans to Protect their positions. There is a very real risk that the value of a Shareholding, often highly important in….

Help for Self-Employed during Covid-19

Although the announcement from the UK Government may not have been what everyone was expecting for those who are Self-Employed, there are still a lot of avenues available to help and ensure cash is continuing to flow to both you….

How you can use your Pension Fund to help grow your Business

Self-direction and dynamic ways to use your own pension fund – Download our free guide now A pension plan is a financial product that investors can use to help with their retirement planning. Monies put into a pension plan gain….

A Guide to Income Drawdown

Using an Income Drawdown Pension is a viable way to organise to take your income in your Financial Freedom. However it is also a product to be very wary about. It is important to understand that there are a series….

Residence Nil Rate Band (RNRB)

This guide explains how the new Residence Nil Rate Band (RNRB) will apply. It is written as an overview, outlining how a simple looking addition to the IHT rules actually has some complexity to it. The guide’s aim is to….

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


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

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

Pembrokeshire Office
County Chambers, Warren Street,
Tenby, Pembrokeshire,
SA70 7JS

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