Penguin Wealth Planners

Penguin Financial Planners.

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 and in place to do what you want, in the time that you have!

Our principles are reflected by the processes, the support team and the accreditations that we have achieved – all of which ensure we are best placed to help you live the life you deserve. We are here to make sure your financial planning is powerfully linked to your lifestyle goals, both now and into the future.

The Financial Journey Never Ends… One Life, Live it Well.

At Penguin, We Understand…

The questions you face – and how to find the answers;

That your money only makes sense – if it can help you to live the life that you desire;

How to help you map out your future – and replace confusion with clarity.

Our promise to you…

As your Financial Planner, we’ll be in your corner.

Helping you to see the possibilities. Making sense of all the options.



You see… we understand.

Not everything about life and money is black and white.

That’s why we are called “Penguin”!

Financial Freedom Planning.

You’ve worked so hard to get where you are today. Now the future doesn’t look as clear as you hoped. You have money. Yes. But will it be enough? Enough to do what you’ve yearned to do… all these years.



The word ‘retirement’ no longer means what it did 20 or 30 years ago and at Penguin we try to avoid the word altogether. Instead we opt for ‘Financial Freedom’, a term that means that if you’re working then you’re doing it out of choice rather than necessity. No longer does someone retire on the Friday and spend the next 40 years playing golf or on cruises. In today’s world many people go on to start their own business, volunteer, spend more time with their family, or turn their hobby into something more substantial.

How can we help?

Have you done enough…

•  To become Financially Free sooner (rather than later)?

•  To travel more?

•  To support that charity? Or write that book?

•  To leave your family a legacy? Or simply spend more time with them!

Is it possible – just possible – that what you’ve dreamed about is within your grasp? At Penguin we can help you to organise your finances more effectively and make your dream a reality.

Financial Freedom Planning services.

•  -  Cashflow and Financial forecasting
•   -  Insurance and wider protection solutions
•   -  Bespoke Financial Plan
•   -  Goal Planning and management
•  -  Pension and Investment advice
•   -  Tax Planning
•   -  Risk management
•   -  Wealth Protection

Financial Planning for Business Owners.

It is not just helping people nearing Financial Freedom that Penguin specialise in. We also provide Financial Planning Advice for Business Owners to set their businesses up for success and put Financial Plans in place to secure their future.

Together we then create a Financial Plan to achieve your lifetime aspirations that benefit you, your family, and your business.

This would include an accurate financial forecast that tells you how your Financial Future would look based on your existing financial arrangements. There are many aspects to building a Financial Plan to benefit your work and life in the long term. These can range from what protection do you need to put in place for you and any co-owners of your business, what insurance will you need, do you have an exit plan, Or do you want it passed down to the next generation?

In today’s modern world, many people – more than ever before – are ‘in business’. This can mean many different things, from being a self-employed sole trader to an owner/manager of a company and just about everything in between. But whatever your position, if you are in business we would encourage you to think about your finances and planning in a way that joins up the personal and business aspects.

How can we help?

Maybe you want to…

•  Start a new business venture after your current career

•  Begin to take more time out of the business to spend time with family

•  Get the business to a point where it’s self-sufficient and you don’t need to be there as often

•  Set the business up so that it can be bought out by a larger organisation

•  Leave the business soon and need to begin your exit

Business Owner Planning services

•   -  Shareholder Protection

•   -  Insurance and wider protection

•   -  Planning your exit

•   -  Family Support

•   -  Pension advice to grow your business

•   -  Financial Planning and Advice

Other services offered at Penguin…



•  Mortgage Advice (First time buyers, Buy to Let, Re-Mortgage)

•  Trusts

•  Wills

•  Probate

•  Lasting Power of Attorney

•  Once-in-a-lifetime Holiday planning (in partnership with Flight Centre)

•  Pension Reviews

Penguin is a trading name of Penguin Wealth Planners Ltd. who are authorised and regulated by the Financial Conduct Authority (FCA no. 830057).