Penguin Wealth is offering its clients Financial Freedom Planning for their Future. They say “It’s impossible to predict the future, but it’s well within your reach to prepare for it. ” So, Penguin Wealth suggests personal financial planning and they go on to further state that “An investment in Personal Financial Planning is the first step to bringing your life goals to fulfilment, grow your wealth and protect the interests of yourself and your loved ones. ”

The financial freedom planning offered by Penguin Wealth involves you working with a professional advisor who will work with you to and provide you with the best retirement advice and help you plan for your future. You might also like to use their pension review service in which the team will review your financial arrangements, requirements and goals.

Penguin Wealth’s Personal Financial Planning services such as financial planning for retirement involves creating a plan that you can stick to, taking into account the savings that you have accumulated so that you sit back and relax and know your future will be secure.

Penguin Wealth explains the importance of retirement planning, specifically retirement financial planning even in retirement, and they believe planning leads to freedom and to be able to live out your retirement and enjoy it without any worries. Their retirement solutions include financial freedom planning, a pension review service, and annuity planning service.

So, Penguin Wealth will ask you if you are near to your financial freedom date, and if you are approaching Financial Freedom or are already Financially Free, so the team at Penguin Wealth can begin planning your future for you. The most crucial part is that they will protect your assets.

Of course, you also want to make your financial freedom hassle-free and with as little trouble as possible. That’s why Penguin Wealth are the experts as they will allow you to review your existing plans, define your goals, ideal Financial Freedom age and income desires, and also manage and draw income tax.

The financial freedom planning service also includes a system called financial forecasting, which shows you if your money can last through your lifetime, with an analysis of your current and future tax position. Hence, it is comprehensive, and you will be given solutions to stay on the right path.

Finally, the Penguin Wealth team will provide you with the best investment strategy, using a scientific methodology to assess risks and give you regular updates.

The freedom financial planning service does not stop there, however, as you will also be invited to a regular Forward Planning Meeting. This planning meeting includes your plans and goals for the future in which you will receive a full update on your achievements, and the team will work on any changes if needed and complete a Forward Planning Preparation worksheet.

Contact Penguin Wealth today if you’re considering hiring the company to take care of your financial planning for retirement or you would like some retirement advice. The team at Penguin Wealth are excellent at financial planning and retirement planning with years of experience looking after clients and providing them with the best plans for the future. Get in touch today by calling them the team on 02920 450143 to book a consultation, or you can also contact the team via email at


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…

Contact Penguin Wealth
2 Raleigh Walk
Brigantine Place
CF10 4LN
United Kingdom
02920 450143