Financial Freedom Planning

Are you approaching your Financial Freedom date?

Whether you are approaching Financial Freedom or are already Financially Free, here is what we can do for you:

 

Protect Your Wealth

  • Ensure your assets are going where you want, when you want
  • Protect your assets from your children’s future ex-partners
  • Access to our bespoke Trust Planning solutions
  • Drafting of Wills

 

Make Your Financial Freedom Trouble Free

  • Review your existing plans
  • Define your goals, ideal Financial Freedom age and income desires
  • Consolidate, manage and draw income tax efficiently

 

Financial Forecasting

  • A system to show whether your money can last through your lifetime
  • Analysis of your current and future tax position
  • Solutions to ensure you stay on track

 

Provide the Best Investment Strategy

  • We use a scientific risk profiling methodology
  • Portfolio design & construction of an Advanced Investment Strategy
  • Portfolio monitoring with Quarterly updates
  • Regular rebalancing of portfolios
  • Pension Valuation Packs on request

 

Remove the Hassle

  • We take the complexity and hassle out of administering your financial life
  • We sift through your paperwork so you know what to keep or destroy
  • We promise to respond to client’s calls and emails within 2 working days

 

Regular Forward Planning Meeting

  • Completion of Forward Planning Preparation worksheet
  • A Forward Planning Meeting of your planning, dreams and goals
  • Full update on your achievements and plans
  • We implement changes as and when needed

Young Family Protection

  • Calculate Family Protection Needs
  • Arrange suitable plans to ensure security for your family

 

Other Services We Provide

  • Elite Events– Special one-off events designed to improve your financial IQ
  • Wealth Management Update– A subscriptions to our monthly client newsletter
  • Second Opinion Service– Making ourselves available to consider new ideas from other sources and review your existing financial policies

 

Services we Orchestrate for you

  • Professionals Service– Information & updates for your other professionals and access to new professionals
  • Taxation Planning Service– In conjunction with your accountant & other taxation advisers
  • Mortgage Service– Access to our specialist mortgage adviser team
  • Releasing Equity Service– access to our qualified equity release Specialist
  • Long Term Care– A service to plan for your care needs.

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

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


Privacy Policy