Personal Financial Planning


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Expenditure Form


You’ve worked hard to get where you are today, so let us take care of your financial future. We offer a range of Personal Financial Planning services, offered separately or as a comprehensive package.

Our team of Financial Planners will help you organise your finances at every life stage to achieve a better tomorrow, whether it’s protecting your income, reviewing your pension or planning for retirement.

When it comes to our planning services, we leave technical talk at the door, replace confusion with clarity, and help you understand your opportunities and options. Trust us, we’re in your corner.

“I’m now in a position of feeling confident about the future with a clear understanding of my financial situation.” Matthew, Penguin Wealth Client

Our Personal Financial Planning services

Retirement Planning

Our expert advisers will review your existing financial arrangements, road map your financial future, and provide specialist advice on maximising your future income to achieve financial security and independence. This set of services includes Financial Freedom, pension and annuity advice services.

Plan for a comfortable retirement with our Retirement Planning Services

Income Protection Planning

Income protection planning provides peace of mind if you are unable to work due to sickness or serious illness. Our trusted advice ensures protection for those closest to you in the event of an unforeseen tragedy.

Cover when you need it most with our Income Protection Planning Services

Personal Wealth Planning

Our specialist Personal Wealth Planners review, organise and analyse your existing financial arrangements to build an investment strategy tailored to your individual needs and approach to risk.

Manage your investments smartly with our Investment Review Service

Wills and Trusts

Taking care of your financial future means planning for the inevitable today. Ensure your finances are administered in accordance with your wishes with our Trust Planning services.

People in discussion around table

What to expect from your Personal Financial Planning service?

We review what you value most and size up your goals to create a tailored Financial Plan that works for you. By becoming your trusted adviser, our team of specialist Financial Planners develop an in-depth knowledge of your finances and goals to ensure peace of mind. Learn more about your Financial Planning journey with us

Importance of Personal Financial Planning

It’s impossible to predict the future, but it’s well within your reach to prepare for it. An investment in Personal Financial Planning is the first step to bringing your life goals to fulfilment, grow your wealth and protect the interests of yourself and your loved ones.

Working with a professional adviser will ensure that you are able to accurately forecast your financial future and make the right choices, based on a review of your financial arrangements, requirements and goals.

A service that’s personal to you, our Personal Financial Planning services will ensure your hard-earned savings and plans delivers peace of mind for you today and in the future.

Call Penguin Wealth on 02920 450143 or arrange a Discovery Meeting.

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T: 02920 450143


Penguin House, Raleigh Walk, Brigantine Place,
Cardiff, CF10 4LN

Cowbridge Office
5 Willow Walk , Cowbridge
Vale of Glamorgan, CF71 7EE

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