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….


The Trustee Guide

Do you know what a Trustee is or does? A Trustee is somebody you appoint when you put a Trust in place that knows exactly how and when your wealth and assets should be distributed. Trustees take their instructions from….


Expenditure Review

Knowing how much you spend each month and year can make all the difference when it comes to planning for the life you want to live. Knowing where you spend your money and where you could be saving is the….


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 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 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….


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