What’s Your Number?

Life is precious, living it well does not come from having lots of money, it comes from contentment, family, friendships, giving and giving back, good health and achieving success (which is defined in different terms for different people).

Money is of no value unless put to good use. What money can do for you and your loved ones is incredibly important.

Research has shown that to be financially ready to retire by 67, you should aim to have ten times your final salary in savings. That’s the ‘magic number’. But what is yours?

We know that life doesn’t fit neatly into a formula, and planning for a seven figure nest egg may seem to be an intangible retirement savings goal. Penguin can help you achieve a figure you’ll be content with.

Whether starting your financial planning journey or reaching its end, balancing known facts, reasonable assumptions of inflation, life expectancy, growth in asset values against your hopes and aspirations in equal measure prepares the way.

Our job as independent financial advisers is to take logical, technology based assumptions through cash flow modelling and add your individual aspirations and preferences through listening and questioning.

We build a Plan, individual to you, linking your goals, your values and your finances together.

Find out your number with Penguin and start planning your future today. Get in touch with one of our friendly advisers who will be only to happy to set up a free, no obligation discussion.

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


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