Creating and preserving wealth is remarkably simple – if you know how. In a world of often confusing jargon and seemingly complex structures, sensible and effective financial planning is available to everyone. And the secret? Anyone, anywhere can create wealth for themselves by following some straightforward principles. Setting out eight key principles, one of the UK’s leading Firms of Wealth Managers, Penguin Wealth, provide a step by step methodology for dealing with your finances which work, showing how these principles tie together into one effective plan.
A plan that spans all life stages. Although simple, the methodology may not be obvious and contains some surprising insights, including:
> What the most important financial decision, you ever take, is likely to be
> Why you should focus on your lifestyle and life requirements as much as on money
> How to create and use a map to construct your financial plan
> How some strange mathematical principles are significant to eventual outcomes
> Why having a philosophy towards your goals is as so important Wealth creation is not for the lucky few, it is within the grasp of anyone serious about taking hold of their situation and applying the eight principles. And for anyone with wealth already accumulated, using the principles will protect and preserve wealth.
“The magical thing about wealth creation is that it is available to everyone. When you read how to do it, you realise it’s not magic at all; simply a process of understanding how to go about it.” – Moira Edwards, Client of Penguin
“The great lesson of the Penguin Book is that it outlines that creating wealth is so much more than just accumulating money. It is about lifestyle, family, peace of mind, happiness and contentment. Indeed, in many ways, having money is simply an extension of much deeper objectives. Anyone interested in their financial well-being should read this Book.” – Sue Edwards, Client of Penguin
“The magical thing about wealth creation is that it is available to everyone. When you read how to do it, you realise it’s not magic at all; simply a process of understanding how to go about it.” – Moira Edwards, Client of Penguin
“The great lesson of the Penguin Book is that it outlines that creating wealth is so much more than just accumulating money. It is about lifestyle, family, peace of mind, happiness and contentment. Indeed, in many ways, having money is simply an extension of much deeper objectives. Anyone interested in their financial well-being should read this Book.” – Sue Edwards, Client of Penguin
Penguin is a Cardiff based Financial Planning firm that was formed in 2010. Our principles are reflected by our processes, our support team and the accreditations that we have achieved – all of which ensure that we are best placed to help you live the life you deserve. We were the first firms in the UK to become CISI Accredited, CII Chartered and BS8577 Certified, showing that we “demonstrate the highest professional standards of financial planning service and advice”, “our clients are at the heart of our business” and that we ensure our staff members acquire and retain the necessary knowledge and skills to deliver the highest quality advice”.
Penguin © 2019. Penguin is a trading name of Penguin Wealth LLP, who are authorised and regulated by the Financial Conduct Authority. For further information please View More
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