Testimonials
Lynn Harris, Tonypandy
First Class Service!
For the past six years, since our retirement, Craig has provided sound, yet friendly professional advice on a variety of matters. We genuinely trust and appreciate his professional expertise. Craig is supported by a very welcoming and efficient team who, in our experience, offer a first class service on all aspects of financial planning.
Clive and Eunice Jones, Rhoose
Came to my rescue and gave me peace of mind...
My grateful thanks to you for, yet again, coming to the rescue of my peace of mind and talking to me. Hopefully I will not have to bother you too much in the future, nevertheless I will always be more than pleased to see you if you are in this area and can spare a moment for a cuppa! Alternatively, if it was lunch time I would esteem it a great favour if you were able to join me for a lunch at the local hostelry! Of course, that would be if you don’t mind being seen in the company of an old lady! I do hope your family are well, and once again my thanks.
Doreen Treasure, Bristol
I wish we had found Penguin years ago...
We initially contacted Craig Palfrey in 2004 for some Inheritance Tax planning advice. Several years on and Craig has now successfully dealt with setting up both our pensions as well as putting us straight on a previous poor performing Investment Portfolio. Craig obviously is very confident in his field of expertise. More importantly we never feel under pressure to implement any options/solutions he provides. To summarise: for my overly cautious husband (in the financial arena) to tell me that “I wish you’d found Craig years ago” is indeed a great compliment to Craig and reflects the huge trust we have placed in him.”
Fran and Chris Humphries, Marlborough
Our minds are at rest...
We are writing to say how very satisfied we are with the service and attention we have received from you regarding our financial affairs. Nothing has been too much trouble and you have put our minds at rest should we have had any doubts about dealing with your company. In view of the above we have no hesitation in recommending you and your company to other friends and associates.
Mr & Mrs Allen, Pontypridd
Confidence in the advice...
We very much appreciate all Craig Palfrey has done for us over the past five years. Craig’s advice and help with our Wills really impressed us, as has his professionalism in dealing with our other financial affairs and the way he regularly keeps in touch. He is always willing to take time to explain things until he is absolutely sure you understand. We have been totally confident in his advice and timing. The efficiency with which any change is implemented is very pleasing, showing that his team at the office are also excellent. We value enormously the continuity of dealing with such a trustworthy, efficient and pleasant person.
Ian and Jo Argyle, Bath
We couldn’t ask for more from a Financial Adviser!
We only wish we had met Craig and Penguin many years ago! His ability to take complicated subjects, and express them in plain simple language is refreshing, helpful and a rare skill. Not only that, but we conclude each of our meetings with Craig feeling elated and more in control
of our lives! We feel listened to and understood… satisfied that he’s working in our best interests, and towards our improved future. Quite apart from which, his recommendations have had a delightfully positive impact on our funds, and our retirement income.
Ian McCrae & Alana Griffiths, Newport
Calm methodical approach, to provide financial security for my family...
Meeting Craig was an eye opener. His Calm, Methodical approach guided me to safer financial waters, and helped me take control of my affairs. Craig’s approach was to establish early on what I wanted to achieve, in terms of pension provisioning, plus financial security for my family. And, throughout the process, was able to provide me with recommendations that would provide this. This made the decision making relatively easy and I am now retired and am confident and secure, thanks to Craig. For anyone entering the scary world of pensions or financial advice, I would have every confidence in recommending Craig for his professional and caring approach.