Free Guides

Download one of our free resources

Please see below our selection of guides available for download.  They are free to download so click to find out more.

Insurance Cheat Sheet

You’ll have a good idea about what sort of life you want your family to live after you’re gone. But, do you know how you’re going to give it to them? Putting the right Insurance in place mans that you’re….


5 Things You Should Do To Protect Your Business From Potential Disaster

Managing a successful Business includes having a high regard for protecting against the various “What If?” scenarios that can derail any business. Smart Owners and Managers know that this is one of their most important responsibilities. This guide provides you….


Top Tips To Consider When Moving House

Moving house is commonly cited as one of life’s more stressful events. The to-do list will be a long one. We have produced this short guide to try and help you with several tips that may make things easier for….


How To Protect The Value Of Your Business For Your Family

For those of you owning shares in a Company the value of those shares will, in most cases, be very important to you. As with anything which is valuable to you, the reasons for seeking to Protect the value built….


How to get a Mortgage if you are Self-Employed

Being Self-Employed can have many benefits and advantages, but when it comes to arranging a Mortgage or sorting out a remortgage, your Self-Employed status can make it tricky. This guide includes 8 top tips to help you navigate the Mortgage….


Signup to our mailing list

Receive the latest monthly news, tips, events and financial commentary from the Penguin Team, straight to your inbox.

Book your
Discovery Meeting

Contact Us

T: 02920 450143

A:

Penguin House, Raleigh Walk, Brigantine Place,
Cardiff, CF10 4LN
________________

Cowbridge Office
5 Willow Walk , Cowbridge
Vale of Glamorgan, CF71 7EE


Penguin © 2025. Penguin is a trading name of Penguin Wealth Planners Ltd. who are authorised and regulated by the Financial Conduct Authority (FCA no. 830057). For further information please View More


Privacy Policy