When was the last time you reviewed your Will? Or put the right Lasting Power of Attorney in place? When was the last time you had the awkward conversation with your family about life after death?
If all of these seem daunting, you’re not alone.
The Willing Wisdom Index™ is the perfect opportunity for you to conduct your own Estate Planning Health Check and find out what more you could be doing to protect your family and loved ones. The free report scores you out of 100 and provides you with a checklist of no nonsense, helpful actions that you can apply to make sure your family is protected for every eventuality.
Help to keep your family safe, no matter what happens, by clicking below and completing your Estate Planning Health Check for your free report.
By choosing to share your report with us you are agreeing to be contacted by the Penguin team. If you do not wish the be contacted, you can unsubscribe at any time. Please be especially aware that any data shared with Penguin will never be sold or passed on to a third party. Your report and any accompanying data is fully secure and protected. For more information please view our Privacy Policy.
Signup to our mailing list
Receive the latest monthly news, tips, events and financial commentary from the Penguin Team, straight to your inbox.
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