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.

The Business Secret

‘The Business Secret’ provides a step by step explanation of the key actions required to bring together your business and personal goals. This is a book for Business Owners and aims to produce a stand-out solution to one of the….


The Wealth Secret – Create, Build and Protect your Future the Penguin Way

The Wealth Secret – Create, Build and Protect your Future the Penguin Way Mapping out the future to meet your widest life goals is all about taking the right steps now, making sure your financial plan is managed through the….


Financial Planning for Businesses

If you are a business owner or in business for yourself, in whatever fashion, we would like to introduce to you an idea: that your business could gain significant benefit from a proven method around planning your finances (and in….


Penguin Trust Planning Brochure

Do you want to protect your legacy? Protect your wealth from your kids’ future divorce?   This brochure aims to give a quick overview of how Trusts work, what they are most commonly used for and to correct some of….


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….


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