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
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Trouble-Free Retirement Planning
- Existing Pension Review
- Pre-Retirement Planning
- At Retirement Options
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Penguin Investment Review
- Existing Investment Analysis
- Risk Profile Analysis
- New Portfolio Design
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& Cash-Flow Forecasting
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*Costs start at £197 for this service.
** All Services include an Analysis of your Existing Position, Current Plans and Full Recommendations
Customer Focus Award
