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We'll develop a Financial Plan for your journey through life and make planning your Pension as simple and stress-free as possible
Live the life you planned to live with the people that matter most
Have you started planning your Pension?
Does Pension Planning sound like something you’d do toward Retirement?
Maybe you want to take that trip of a lifetime, spend more time with your family, volunteer, or spend your days playing Golf. Whatever Retirement looks like to you, Pension Planning means that you can stay on the right track and live a Retirement you can be proud of.
As a Business Owner, you might even want to use your Pension to purchase a commercial property. Yes, that can be done.
Pensions may seem confusing, but the Penguin Advice team can make Pension Planning as simple and stress-free as possible.
You'll Never Over Pay On Your Tax Bill Again.
– Do I pay into a Pension?
– Do I take income from a flexible Pension?
– Do I want to claim more advanced Tax Allowances?
– Do I have an ISA?
– Do I Pay Tax?
– Have I got children over the age of 18?
– Do I have grandchildren under the age of 18?
If you answered ‘Yes’ to any of the above, simply click the link below and our full Tax webinar will be sent directly to your inbox within a matter of minutes.
Our Selection Of Pension Guides Available To Download
The Retirement Planning Checklist
The Retirement Planning Checklist helps you understand the main things you need to do as you plan your Financial Freedom date. Retirement isn’t just about how much money you have, it’s about doing all of the things you’ve ever wanted to do and living a life you’re proud of. Use this checklist as a starting point, a document that you can continually refer back to, update, and tick off as you go.
Using Your Pension Fund to Grow Your Business
You need to make sure that your money will outlive you and not the other way around. You may think that planning your Pension may just be for those coming into Retirement and that your Pension couldn't possibly help you grow your business. Use this guide to help you understand just what you can do to gain control of your Pension and how you can use it to push your business forward.
How Long Will My Retirement Last?
Have you thought about how long your Retirement will actually last? It's likely going to last much longer than you think. You may not realise but you may actually be planning for the next 20, 25, or even 30 years and you need to make sure your Pension can see you through. If you're worried about how long your Pension will last then start by downloading this free guide.
The most crucial piece of planning you can put in place
Whether you’re looking to the future of your family or the future of your business, Pension Planning can seem daunting.
If you’re worried about how your family or business will be affected by your Pension, there is one piece of planning that you can put in place to ensure they’re always protected.
There’s no longer a need to worry about what happens to your Pension when you die. Putting the right plans and the right roadmap in place means that the ones you love are always protected.
Client Success Stories
I have been with penguin from the start and with Craig Palfrey before that and have found them to be excellent in what they have done for me enabling me to retire at the time I wanted to growing my old company pension funds and teaching me how to plan the staff are so helpful.
One of the best decisions I ever made was attending a Penguin seminar nearly 10 years ago. I am now happily retired with finances and estate all in order and with an an ongoing investment plan for my pension pot. I would highly recommend that anybody who, like me, did not have a retirement plan and need expert guidance and support, contact Craig and the team at Penguin Wealth.
"Enabled my wife to retire four years early...we paid off all our major debts...It's been life changing... I would not have been able to do any of that without Penguin's help."
Both my wife and I were overwhelmed when it came to planning for our retirement. Thank goodness for Penguin. They were very patient listening to our expectations, analysing our attitude to risk and using plain language in explaining the investment options at our disposal which have enabled us to make financial decisions that have been beneficial to our retirement. We had a very clear idea of our on-going income strategy after our meetings with Penguin and with their help have subsequently formulated a plan which has fulfilled our expectations. There is no doubt that Penguin’s expertise lead us through ‘murky waters’.