Financial Planning

Financial planning is an ongoing process that will help you make sensible decisions about your money. It can help you achieve your financial goals, be it a new home, sending the children to university, having a comfortable retirement, or going on the trip of a lifetime. It also prepares you for unforeseen situations and emergencies like becoming ill or losing your job.

  • Help identify and prioritise your goals
  • Prepare for unexpected life events
  • Ensures pensions are performing well
  • Review your savings and investments
  • Maximise income and reduce costs
  • Set a path to the retirement you deserve


Speaking to a Financial Adviser will give you a comprehensive overview of your financial situation. It looks at all aspects of your life and what you want to do in the future. The advice will be long-term in nature to help you to plan ahead and secure your financial future.


Age Connects Morgannwg have partnered with Penguin Wealth to provide an effective and trusted financial planning service. They are there to help with advice on pensions, saving and investments. They also provide mortgage services and can help you to get the best deal for your next move. We can arrange a free initial consultation without any obligation for these services.

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Financial Planning

Our Partners

For these services we have partnered with Penguin Wealth, a South Wales based Financial Planning firm who work with a mission of 'Helping People Live their Best Life, by Making Smarter Financial Decisions'. Penguin were formed in 2010 by a group of Financial Planners who shared a vision and love for their work. Their processes, support team and the accreditation they have achieved all reflect their principles and prove that they are best placed to help you live the life you deserve with peace of mind.

For Equity Release we have partnered with Westmore Insure Ltd, who are authorised and regulated by the Financial Conduct Authority. Westmore was founded in 2013 by Steve Western and deals in all types of Insurance and mortgages. Having worked for well-established insurance brokers over the last 20 years, Steve wanted to create a brokerage that returned traditional Insurance services to the locality and totally focused on customer service. The business started in Cardiff and due to expansion now has a branch in Mill Street, Pontypridd where customers are more than welcome to pop in and see Steve & the team.


Book a no-obligation consultation using the form at the top of the page.

Disclaimer

Age Connects Morgannwg is acting as an introducer to companies who offer financial advice. Companies we introduce to are authorised and regulated by the Financial Conduct Authority and are listed on our privacy policy. Age Connects Morgannwg are not authorised to give any advice and we are not liable for any financial advice provided by/or obtained through a third party.

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