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 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….


Pension Fund Research 2017 – Do Not Judge a Book by its Cover

“Do Not Judge a Book by its Cover” This report looks at UK pension funds and investigates whether performance is all it’s cracked up to be. For example, if you – as a pension investor – want to judge how….


Cardiff Life

Mapping out the future to meet your widest life goals is all about taking the right steps now, making sure your plan is managed through the years that follow and that all your plans have an inbuilt protection for you,….


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

A:

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

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


Penguin © 2020. 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