Penguin Wealth Financial Advisors are a Cardiff-based financial planning firm, established in 2010. They are highly regarded for their processes, support team and the accreditation they have achieved. Their goal is to help you live the life you deserve with peace of mind.
At Penguin Wealth, the financial advisors believe life is precious, and while financial planning is essential, they think there are more important things than money, such as contentment, family, friendships, giving back, good health and achieving success.
The Penguin Wealth Advisors are committed to building bespoke financial plans that will contribute to your goals and values while helping you plan a more comfortable and enjoyable future for yourself and your loved ones.
With Penguin Wealth Retirement, your planning is only complete when you have ensured that the unexpected is catered for. They help you prepare for all future events and protect you along the way. At the same time, they are keeping you on track to fulfil your goals and dreams.
At Penguin Wealth, the financial advisors follow three keys words – plan, perform and protect. They believe in mapping out the future now to achieve your life goals.
By setting up a long-term financial plan with Penguin Wealth, you are guaranteed protection for you, your family and your business in the years to come. Fortunately, the experts at Penguin Wealth will work with you throughout the process.
Penguin Wealth offers the following financial planning services:
- Financial Forecasting
- Tax planning
- Maximising capital returns
- Risk management
- Reviewing your plans and goals
- Working alongside your other professionals
- Supporting you and your family
With these range of services on offer, it is no wonder that Penguin Wealth became the first firm in the U.K. to complete the hat-trick, which means they are now a CISI Accredited Firm and BS8577 Certified.
What this means is, they have consistently demonstrated – “the highest professional standards of financial planning service and advice”. At Penguin Wealth, their clients are the soul of their business. About Penguin Wealth, “we ensure our staff members acquire and retain the necessary knowledge and skills to deliver the highest quality advice”.
Penguin Wealth wants to make sure your plan is managed for years to come and that all your plans have inbuilt protection. It is about integration and the best support, at all stages, from the best specialists.
The Penguin Wealth financial advisors will help you to take steps in the right direction for your family’s wealth protection, get in touch with Penguin Wealth today.
Penguin Wealth also offers several guides on their website from financial planning for businesses to the importance of understanding longevity when planning your retirement, and a Penguin Trust planning brochure. These guides are handy as they provide you with the latest information.
For instance, with regards to the financial planning for businesses, Penguin Wealth mentions that there are significant benefits for businesses, including business owners and manager who use the financial planning approach.
Penguin Wealth takes on the responsibility to look after your financial planning requirements so that you can focus on the longer-term growth of your business, and spend quality time with your family and interests.
If you are interested in contacting Penguin Wealth about their bespoke financial plans and solutions, contact the financial advisors on 02920 450143 or email [email protected] for more information.
About Penguin Wealth
At Penguin we believe that life is for living! You only get one chance to make your mark and to do all the things you are passionate about. Our task is to help you understand if you have everything organised…
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