How Can We Help?

How can we help?

Life can get a little fuzzy and grey…

You’ve worked so hard to get where you are today, but does the future look as clear as you hoped? You have money, yes. But will it be enough?

Have you done enough:

  • To become Financially Free sooner (rather than later)?
  • To travel more?
  • To support that charity? Or write that book?
  • To leave your family a legacy? Or simply spend more time with them!

Is it possible – just possible – that what you’ve dreamed about is within your grasp? At Penguin we can help you to organise your finances more effectively and make your dream a reality.

At Penguin, We Understand…

The questions you face – and how to find the answers;

That your money only makes sense – if it can help you to live the life that you desire;

How to help you map out your future – and replace confusion with clarity.

Our Promise To You

As your Financial Planner, we’ll be in your corner.

Helping you to see the possibilities. Making sense of all the options.

You see… we understand.

Not everything about life and money is black and white.

That’s why we are called “Penguin”!


Let us give you piece of mind

Book a discovery meeting at our expense

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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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