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WHO WE ARE
At Penguin Wealth, we are a Cardiff-based Financial Planning firm with a passion for helping people live their best life by making smarter financial decisions. Established in 2010, our team of experienced Financial Planners share a commitment to providing exceptional service, expertise and support to our clients.
PENGUIN ETHOS
At Penguin, we believe that life is precious and that financial planning is just one aspect of living a fulfilling life. We prioritise the values of taking responsibility, commitment, and positivity, ensuring that our clients are at the heart of everything we do.
OUR SERVICES
Our team of expert Financial Planners offers a comprehensive range of services designed to help individuals and businesses achieve their financial goals. Our services include:
- Pension Planning: We help individuals plan for their retirement, ensuring they have a secure financial future.
- Savings & Investments: Our team advises on investment strategies, helping you grow your wealth over time.
- Cashflow Forecasting: We help businesses manage their cash flow, ensuring they have a healthy and stable financial position.
- Protection & Insurance: We provide expert guidance on insurance options, ensuring you're protected against the unexpected.
- Tax Planning: Our team advises on tax-efficient planning, minimising your tax liabilities and maximising your wealth.
- Mortgage Services: We help individuals and businesses navigate the mortgage market, securing the right mortgage product for their needs.
THE PENGUIN PROMISE
At Penguin, we believe in transparency and client-centricity. We ensure that our clients are always in the loop, providing regular updates and support throughout the planning process. Our guarantee to you is that if our planning process doesn't add value, you don't pay for it.
WHAT OUR CLIENTS SAY
Hear from our satisfied clients who have experienced the Penguin difference:
- Mike & Lesley: "Penguin were really good at helping us to sort out our retirement goals and answering the big question, can we afford to retire."
- Sue & Dave: "We have been with Penguin Wealth Management for 15 years and have been more than happy with the advice and service we have been given regarding our finances."
- Matthew Bertram: "I would highly recommend that anybody who, like me, did not have a retirement plan and need expert guidance and support, contact Craig and the team at Penguin Wealth."
GET IN TOUCH
Book your discovery meeting today and take the first step towards achieving your financial goals. Our expert team is committed to providing exceptional service, expert advice, and ongoing support to help you live your best life.
Excellent Service and Professionalism
The reviewers are extremely satisfied with the services provided by Penguin Wealth, praising the professionalism, knowledge, and personable nature of the advisors.
Advisors' Expertise and Guidance
Tom Davies, Nathan Cardy, Oliver Pughe, and Craig are specifically mentioned for their impressive knowledge and wise advice. They take the time to understand clients' circumstances and provide tailored guidance.
Communication and Customer Service
The reviewers appreciate the excellent communication and customer service provided by the entire staff at Penguin Wealth. They are friendly, approachable, and always available to address any concerns.
Client Success Stories
Several reviewers share their success stories, including pension planning, retirement, and investment strategies. They credit Penguin Wealth's advisors with helping them achieve their financial goals and reducing stress levels.
Recommendations
All reviewers highly recommend Penguin Wealth and their respective advisors, citing their trustworthiness, expertise, and exceptional service.
