Penguin Enters New Territory | Financial Advice Cardiff

Penguin Enters New Territory

19 Mar 2018 | News |

We are pleased to announce the launch of a new addition to our business ‘Penguin Legal’.

Penguin Legal the trading name of Penguin Legal Services Ltd is a division of Penguin which will offer bespoke legal services to Penguin clients.

In the past few years we have found that more and more of the work we do involves us helping our clients and their families with the protection of their Estates and overall positions, which take us into the territory of legal services. In that arena, we have experienced how the solutions and the costs offered by traditional sources of help have been too high, unsatisfactory or fall short of our Client Service standards.

The cost to our clients of Wills, Probate help or introducing Power of Attorney arrangements have been too high. Or, in many cases, the quality of the solution has not been what we would be expecting.

In addition to this, the overlap between our Wealth Management and Financial Planning services with many of these areas is considerable, and benefits from a closely co-ordinated approach.

We therefore took the decision last year to form Penguin Legal and have spent the time since putting this together.

Penguin Legal will be run as a separate division, but with the same Management team as Penguin Wealth and from the same offices, providing that co-ordinated aspect which we deem to be so important.

We have employed a new Head of Legal – Alexis Thomas, an experienced Chartered Legal Executive to head up this division.

Alexis is a Chartered Legal Executive with over 12 years’ experience dealing with Wills and Trusts, Lasting Powers of Attorney and Estate Administration providing complex and technical advice to her clients.  Alexis completed her Law degree at Swansea University in 2003 and has gone on to specialise in this area.

 

A co-ordinated and comprehensive service

We will be offering a wide range of legal services, including a Probate Service, help with putting in place Wills or dealing with existing Wills and Power of Attorney Solutions.  We already offer Family Trust solutions as many of you know, and this will be dealt with by Penguin Legal as well.

The focus is on those areas where the legal requirement supports the financial planning needs of an individual or couples and their families, businesses or business clients.

This ‘in-house’ alternative is an important step in our goal to create a business (Penguin) which offers a comprehensive service to our clients. One that allows us to tie together the various moving parts of the solutions to your requirements into one home.

 

Penguin Legal is now up and running and you can look at the website here: www.penguinlegal.co.uk

Or call on –  0800 246 5176

You can also email on ask@penguinlegal.co.uk

Alternatively, speak to your Financial Planner or contact one of the Penguin Team.

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