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Penguin are the very first Welsh firm to be approved by the Institute of Financial Planning (IFP) as an Accredited Financial Planning Firm.  

What does that mean?

The IFP is the professional body for Financial Planners in the UK. The IFP awards this title only to firms which it has assessed as demonstrating the highest professional standards of Financial Planning service and advice to its clients.    To successfully meet the criteria for approval, here at Penguin we have had to demonstrate that we provide a comprehensive Financial Planning service to YOU - our valued clients.

We also had to demonstrate commitment to the IFP's Code of Ethics and Practice Standards, as well as being tested on Financial Planning Skills at an Advanced Level.

Very few Financial Planning firms in the UK can meet these exacting standards!

When asked by the IFP what this meant to Penguin, Craig said -

"Penguin is delighted to have achieved this powerful recognition of our commitment to professionalism and outstanding client service. Our clients expect, and deserve only the highest standards of advice and service, as we work with them to plan their finances so that they can achieve their goals in life.

We are proud to deliver a service which we believe they value and which continues to be externally recognized.

The team worked hard to put the application together and demonstrate that we met the key assessments laid out by the IFP, for that I would like to thank them.

We strive to continually improve as a Practice first, and as a business second, with our aim being to be one of the Premier Financial Planning Firms in South Wales, if not the UK!"

As part of National Financial Planning Week, that is coming up in the last week of November, Consumers are been advised to look to Accredited Financial Planning Firms as the hallmark of Quality.

The IFP, who are one of the main drivers behind the Financial Planning Week Initiative are encouraging individuals to find the services of Certified Financial PlannerProfessionals -one of the only globally recognized standards of professionalism for Financial Planners.

This recent achievement should give you the confidence that, by working with Penguin, you are working with a Financial Planning firm that is outstanding in a very real sense.

If you wish to know more about this, or any of services we continue to develop for you, please do not hesitate to contact us.