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.

Penguin Trust Planning Brochure

Many people, often without realising it, will come into contact with a trust of some sort during their lifetime. Yet trusts are widely misunderstood and often seen as the preserve of the wealthy. This brochure aims to give a quick….


The Importance of Understanding Longevity When Planning Your Retirement

This is a guide which explains that life expectancy is not the most likely date of death. How many people know that their most likely date of death is commonly six or seven years greater than their life expectancy? The….


A Guide to Wealth Protection

This is a non-technical guide aimed at helping individuals understand how to go about protecting their wealth and their long-term futures. It covers basic life assurance and critical illness policies explaining how these remain the bedrock of financial planning i.e…..


The Retirement Income Guide

Are you nearing retirement? If you are heading towards retirement, just about to retire or already in retirement you will face crucial decisions about how to organise your income. These will be amongst the most important financial decisions you will….


A Guide to Pensions and Divorce

A guide examining all the issues surrounding how to deal with a pension for individuals going through a divorce. The conclusion is that anyone going through a divorce needs to be especially careful to appraise the pension position and subsequent….


The benefits of using an Independent Financial Adviser

If you are looking for help with your money or for financial advice or financial planning – you will be faced with a number of choices about how to access this advice or help. You can possibly use the internet,….


The Importance of Good Investment Performance on your Pension

This guide is published for your use to demonstrate the value pension fund performance has on the eventual pension pot. In amongst all the discussion of greater pension freedoms and the general, recently announced, changes in legislation this is a….


How to invest for income in a low interest rate environment

This guide will outline how investors can approach investing for income in an environment of low interest rates. The guide includes an appraisal of the different income options investors have and explains how asset allocation techniques allow investors to seek….


Signup to our mailing list

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

Download your copy of
'The Business Secret'
now

Contact Us

T: 02920 450143

A:

2 Raleigh Walk, Brigantine Place,
Cardiff, CF10 4LN
________________

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


Penguin © 2019. Penguin is a trading name of Penguin Wealth LLP, who are authorised and regulated by the Financial Conduct Authority. For further information please View More


Privacy Policy