Peace of mind
No more financial uncertainty
A clear understanding
Don't delay your Financial Freedom any longer
Financial control
Take control and stop missing out on life
Financial Planning doesn’t need to be complicated
When planning your finances there’s a lot to consider.
- How much do you need to save?
- Where should you Invest?
- What should you do with your Pension?
- What plan do you have for your family when you’re gone?
These are all questions you may be asking when considering your Financial Future. That’s why we offer a complete service. All the answers you need in one place.
One company. One clear Financial Plan.
The Penguin Promise
- We believe in transparency. You'll always be updated and in control.
- Communication is key. You'll have a dedicated Client Relationship team so you'll always have someone to talk to.
- Our guarantee to you? If the Planning Process doesn't add value, you don't pay for it.
Getting started is simple
DISCOVER
Book your no obligation Discovery Meeting
PLAN
We'll develop a Financial Plan for your journey through life
LIVE
Live the life you planned to live with the people that matter most
Testimonials
Like most couples we had a mixed bag of pension provisions, some personal pension savings, some company scheme savings and some cash in the building society. Penguin were really good at helping us to sort out our retirement goals and answering the big question, can we afford to retire... READ MORE
Mike & Lesley
2021We have been with Penguin Wealth Management for 15 years and have been more than happy with the advice and service we have been given regarding our finances. They have provided planning for our retirement and pension, updated our wills, organised our Family Trust and secured our children’s inheritance.... READ MORE
Sue & Dave
2020One of the best decisions I ever made was attending a Penguin seminar nearly 10 years ago. I'm now happily retired with finances and estate all in order and with an an ongoing investment plan for my pension pot. I would highly recommend that anybody who, like me, did not have a retirement plan and need expert guidance and support, contact Craig and the team at Penguin Wealth... READ MORE
Matthew Bertram
2021Financial Planning is about more than money
Having a destination without a roadmap delays your freedom, sometimes indefinitely. When dreams connect with plans they become goals. When goals connect with actions they become realities.
Financial Planners are here to help you take control of your finances, establish goals and make your well-earned money work harder and smarter for you.
It’s not just about “looking after your money”, it’s about protecting your family, it’s about simplifying your Financial Journey and helping you achieve your dreams.
Trusted Financial Planners with a wealth of experience
4000
People & families helped so far
350
Wills and Lasting Powers of Attorney put in place
80+
Collective years of Financial experience
The Retirement Checklist
Have you started thinking about your Financial Freedom?
If you’re thinking about your Financial Freedom but don’t know where to start our free checklist is here to help. This checklist acts as a list that you can work your way through so you’re prepared for every eventuality. Downloading the free Retirement Planning Checklist means that you can start focusing on what really matters to you.
