Home » 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
|
Trouble-Free Retirement Planning
|
Penguin Investment Review
|
& 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.
Contact Us
T: 02920 450143
A:
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