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.

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….

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….

The Wealth Secret

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….

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


Penguin House, Raleigh Walk, Brigantine Place,
Cardiff, CF10 4LN

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

Penguin © 2022. 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