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, your family and your business. It is about integration and the best support, at all stages, from the best specialists.
We help you achieve all of the above via a mixture of:
- Financial Forecasting (cashflow for your personal life)
- Saving Tax
- Maximising returns on capital
- Managing all your risks for and with you
- Reviewing your plans and goals
- Working alongside your other professionals
- Supporting your Family Unit
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 firm 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”.
Customer Focus Award
