Penguin Wealth is Committed to Building Bespoke Financial Plans for Their Clients

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
  • Accreditation
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 patricia.deeside@gmail.com for more information.


Company Name: Penguin Wealth
Contact Person: Patricia Deeside
Email: Send Email
Phone: 02920 450143
Address:2 Raleigh Walk Brigantine Place
City: Cardiff CF10 4LN
Country: United Kingdom
Website: https://www.penguinwealth.com/

Comments

Post a Comment

Popular posts from this blog

Penguin Wealth Offer their Expertise on Retirement Planning across Cardiff

Penguin Wealth Offer their Expertise on Retirement Planning and how to get your personal finances in order this new year. Planning is an essential aspect of everyone’s life, particularly when it comes to  retirement planning  and personal financial planning. As individuals, Penguin Wealth emphasises the importance of planning and preparing for the future and one piece of  retirement advice  they give is to invest in Personal Financial Planning. Penguin Wealth state this is the first step on your retirement plan. It involves achieving your life goals and growing your wealth while protecting the interest of you and your family. So, what exactly do you picture when you hear the word retirement? And what do you see yourself doing with that extra time? Penguin Wealth understands that you may want to support your loved ones’ and their important events or invest your time in a cause. They mention the importance of planning now and not waiting down the line to make ...
Read more

The Financial Experts at Penguin Wealth Take the Worries Out of Retirement Planning

  Retirement should be something to look forward to, yet all too often it’s seen as being something to dread. The financial experts at Penguin Wealth want to change that. Over the last decade, they have helped countless people to navigate the uncertain, sometimes scary journey of   retirement planning , ultimately helping their clients to actually enjoy the freedom and relaxation retirement can bring, without financial worry. Penguin Wealth offers a range of financial services, such as retirement planning, financial forecasting, tax planning, maximising capital returns, risk management and more. Providing high-quality advice is at the heart of Penguin Wealth, which is why they offer a free 15-minute, no-obligation Discovery Meeting with a member of their team by either filling out the form on their website or by calling on 02920 450143. Protecting your financial health during a pandemic With the rise of the COVID-19 pandemic, now is a perfect time to step back and ensure that ...
Read more

Experts in Financial Advice, Penguin Wealth, Provide Retirement Advice for All Ages

Penguin Wealth provides retirement advice and retirement planning for all ages. If you’re getting close to retirement, retired already, or you’re just thinking about retiring early, Penguin Wealth has you covered. Using their retirement financial planning solutions they work to make sure you can enjoy your life. To receive  retirement planning advice , the first step in the process is to fill out a form called ‘The Lifetime Focuser’, which allows the team of planners to assess your situation and learn more about you and your goals. Penguin Wealth will then contact you and call you in for a Discovery meeting to discuss your goals further in person. Penguin Wealth has three essential steps to follow when it comes to  financial planning for retirement . These are the advice process, implementation and finally, the planning service. The first step involves the financial planners following the Wealth Management Plan, which is an appraisal of plans, and the Penguin Wealth...
Read more