Financial Advice Cardiff - Family focused Wealth Management | Penguin Wealth %

Helping People Live their Best Lives, by Making Smarter Financial Decisions.

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At Penguin we believe that life is for living! You only get one chance to make your mark and to do all the things you are passionate about. Our task is to help you understand if you have everything organised and in place to do what you want, in the time that you have!

Our principles are reflected by the processes, the support team and the accreditations that we have achieved – all of which ensure we are best placed to help you live the life you deserve. And to make sure your Financial Planning is powerfully linked to your lifestyle goals, both now and into the future.

We believe that Financial Planning should be readily available to everyone and not just the privileged few. Our aim is to help people live their best life, by making smarter financial decisions. Meaning that their family, their business, and themselves are fully protected for every eventuality. No more stress, no more worry, just living life exactly how you want.

 

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Want to book a 15 minute self audit phone call with a member of the Penguin Advice team? If you’re worried about Debt, your Mortgage, Investments, Pensions, Savings, your Financial Future, or have any burning questions about your money, our team is here to help. Simply click through below and pick a date and time that suits you. 

 


 

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Has the Covid-19 pandemic caused you to take a closer look at your Financial Future? Click to download one of our free guides and get a better understanding of what you could be doing to ensure that you and your family are fully protected.

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The Wealth Secret

Create, Build and Protect your Future the Penguin Way

"This is a Book for anyone interested in improving their longer term position and learning how to succeed in managing their finances throughout their life"


Craig Palfrey

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T: 02920 450143

A:

Penguin House, Raleigh Walk, Brigantine Place,
Cardiff, CF10 4LN
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Cowbridge Office
5 Willow Walk , Cowbridge
Vale of Glamorgan, CF71 7EE
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Pembrokeshire Office
County Chambers, Warren Street,
Tenby, Pembrokeshire,
SA70 7JS


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