2 Raleigh Walk, Brigantine Place, Cardiff, Cardiff, Cardiff, CF10 4LNMake an enquiry
Are you an Individual or Business Owner looking for help or a second opinion on your financial decisions?
IF YES THEN WE ARE THE FIRM FOR YOU.
At Penguin we help business owners and individuals live one life amazingly well. We understand the challenges you face including planning for your Financial Freedom date, protecting your family and your business, reducing your tax bill and leaving a legacy.
Discovery Meeting: At our expense
Planning Process: £697
Implementation Process: £497
Moving your Money: 1%
We are international speakers and Amazon featured authors. Our book - "The Wealth Secret" and our new book "The Business Secret".
We keep the highest standards – We are Chartered, Certified AND Accredited - one of the only firms to have the hat trick of accreditations in the UK.
2018 Visionary Leadership Winner at Business Growth Awards
Estate Planners of the Year 2017 Unbiased Media Awards
Moneyfacts Retirement Advice Firm of the Year 2017
Estate Planning Firm of the Year 2017 awarded by SIEP
MoneyAge’s Financial Adviser of the Year 2016,
Our processes have been independently accredited against International Benchmarks demonstrating that our clients are at the heart of our business.
We are passionate about helping people get out of their job/business as early as they want so they can follow their passions and fulfil their dreams with no financial worries. We protect families and business and create legacies.
We are Amazon featured authors with our book 'The Wealth Secret' and our follow up "The Business Secret" available for free at our website
We are award winning
We are Chartered, Certified AND Accredited.
Penguin’s processes have been Independently accredited against International Benchmarks demonstrating that our clients are at the heart of our business.
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