Financial Planning

Simply Financial

For the future you deserve

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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

Pensions

Regularly reviewing your pension plans is vital. It will identify any shortfalls in the forecast and spot underperforming funds.

Even if your retirement savings are broadly on track, you can still take steps to make it more certain that your pension pot will be able to deliver the income you want when you retire.
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Savings & Investments

There are lots of reasons why people want to save, from buying a new home to growing a nest egg for the future, and there are lots of options when it comes to investing your money.

Making the right choice can be tricky but taking professional savings and investment advice will help you reach your goals.
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Mortgages

If you are looking for a mortgage don’t get confused by the myriad of lenders and rates, get straightforward advice the looks at the whole market to ensure you get the best deal.

Whether you are a first-time buyer, looking to re-mortgage, or are interested in a buy-to let property, the right advice is crucial.
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Equity Release

Your “Equity” is the difference between the value of your home and any mortgage you might owe, and using Equity Release can give you access to some of this money.

Releasing money from your home can give you the freedom to make your own choices about how to live your life and you won’t have to move out of the home you love.
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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.