Penguin Wealth LLP

NamePenguin Wealth LLP

Telephone07739552170

Webwww.penguinwealth.com

Address38a, High Street, Cowbridge CF71 7AG

DescriptionAt Penguin we work with people like you helping them plan for their future, live their dreams and we continually push our clients to always be improving their work/life balance.

The best Financial Adviser firm in Wales - as voted by MoneyAge, Citywire's New Model Adviser, Professional Adviser and VouchedFor.

What do we do better than others?

We keep the highest standards –
We are Chartered, Certified AND Accredited.
MoneyAge’s Financial Adviser of the Year 2016, New Model Adviser Firm of the Year 2016, Life & Pensions Adviser Firm of the Year 2016 Runner Up, Adviser Firm of the Year 2014, Pension Adviser of the Year (Unbiased), Top Rated Firm in Cardiff (according to VouchedFor).

We really care about your financial well-

FeaturesInvestments and Savings

- Building an investment portfolio that matches your risk profile
- Minimising your tax liability through ISAs and NISAs
- Discussing full range of investment options including equities, funds, bonds etc.
- Setting up a savings plan
- Ensuring savings are earning the best possible returns

Pension and Retirement

-Starting a pension scheme
- Making a plan for ensuring a comfortable retirement
-Understanding whether to put money into pensions, savings or investments
-Evaluating company pension schemes

Inheritance Planning

- Accessing any inheritance left to you
- Planning for a future inheritance
- Creating a savings and investment plan for your inheritanc

Opening TimesSun: Closed

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