Your Journey With Us

The Discovery Process

The Lifetime Focuser – A simple form that helps us to understand you, your current position, your dreams and goals

The Discovery Meeting – A meeting at our offices to clarify, understand and prioritise your values and goals.  This meeting is completely at our expense and carries no-obligation

Step 1 – The Advice Process

The Wealth Management Plan – An appraisal of existing plans and provision. We will identify shortfalls and adress needs via Penguin’s:

  • Cash Flow Forecasting Service
  • Trouble Free Retirement Service
  • Investment Review Service
  • Protecting Your Wealth Service
  • Any other relevant recommendations

The Planning Meeting – Discuss Wealth Management Plan and agree a plan of action#

Step 2 – Implementation

The Implementation Process:

  • Solutions researched and recommended
  • Completion of paperwork
  • Trust and will Instructions taken
  • Confirmation of Advice Report
  • Agree Forward Planning Process

Step 3 – Forward Planning Service

The Forward Planning Process – A fundamental element in the Planning Process. It keeps you on track towards your goals and objectives:

  • Access to advice when you need it
  • Complete Forward Planning and Preparation Booklet
  • Review personal goals, values and objectives
  • Update and adjust your plan as necessary
  • Remove the Hassle Service

Updates and Events

  • Monthly client newsletters and communication on current financial issues
  • Penguin Quarterly Investment Updates
  • Special client events
  • Seminars to improve your financial IQ

Give us a call today on 02920 450143

Our Certified Financial Planners and Advisers have a wealth of experience and would love to help you

Let us give you piece of mind

Book a Discovery Meeting at our expense

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