Penguin Financial Planning Service

The Penguin Financial Planning Service

This is an evaluation of what you really value and what you really want, both now and in the future. Together we then create a Personal Financial Plan to achieve your lifetime aspirations.

This comprehensive service would include an accurate cash flow forecast that tells you how your financial future would look based on your existing financial arrangements.

The service includes the following:

Protecting Your Wealth
  • Asset Protection
  • Inheritance Tax Planning
  • Care Fee Planning
Trouble-Free Retirement Planning
  • Existing Pension Review
  • Pre-Retirement Planning
  • At Retirement Options
Penguin Investment Review
  • Existing Investment Analysis
  • Risk Profile Analysis
  • New Portfolio Design
   & Cash-Flow Forecasting




*Costs start at £197 for this service.

** All Services include an Analysis of your Existing Position, Current Plans and Full Recommendations

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 © 2024. 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