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.

How To Protect The Value Of Your Business For Your Family

For those of you owning shares in a Company the value of those shares will, in most cases, be very important to you. As with anything which is valuable to you, the reasons for seeking to Protect the value built….


How to get a Mortgage if you are Self-Employed

Being Self-Employed can have many benefits and advantages, but when it comes to arranging a Mortgage or sorting out a remortgage, your Self-Employed status can make it tricky. This guide includes 8 top tips to help you navigate the Mortgage….


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….


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….


The Retirement Checklist

Planning your Retirement may not be something you’ve thought about, perhaps, it is something you’ve thought about it but don’t know where to start. Downloading The Retirement Planning Checklist helps you understand the main things you need to do as….


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….


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….


How Long Will My Retirement Last?

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….


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