Every business owner needs a financial plan
Penguin can help with yours!

We have a no-nonsense approach to planning your financial future…

…because we know your time is money, and we want to help you save both. We work with business owners to create a financial plan which helps them achieve their lifetime aspirations, starting today.

Get in touch to arrange a FREE Discovery Meeting and together we’ll clarify and prioritise your values and goals, without any further commitment required. 

Sound good?

As part of your business financial plan, we will:

  • Review your existing wealth management plans and provisions
  • Settle on and implement a wealth management plan
  • Set up a forward planning process

This includes an accurate financial forecast of your financial future based on your existing financial arrangements.

Save time on setting up business financial plans for your future, arrange your free Discovery Meeting below & let us take care of your wealth management

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T: 02920 450143


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

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

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