Financial Advice Cardiff - Family focused Wealth Management | Penguin Wealth

Whatever it takes.

If you're worried about your Business or Personal finances in these uncertain times, we've provided helpful downloads, guides, videos and Self-Audit material to help you make smarter financial decisions.

Many thanks for the update, it’s been very helpful and it is good to know that the team are being very proactive in looking after our investments in these troublesome and testing times. - Lynn Harris 11th March 2020
We have been advised by Craig Palfrey and his Penguin team for 20 years now. In many ways that says it all! Sound decisions are made by a team we fully trust and who are straightforward and honest to deal with. - Peter & Sally Thompson 10th March 2020

YOUR FINANCIAL HEALTH

During the world’s current situation, now is a perfect time to ensure that your finances are on track. We’ll do whatever it takes to be sure that your wealth is protected and you’re doing everything you can to safeguard your family and business during this turbulent time.

Below you’ll find a series of videos recorded by Penguin outlining the plans that the UK Chancellor made and how it affects you during this current pandemic.

 

 

 

Book a 15 minute, no obligation Self-Audit call with a member of our Advice Team today.

This can be done either via Skype, FaceTime, Zoom, or Phone call. Please select a time and date that suits you and tell us a little bit about why you’re calling.

 

Loading...

 

If you're self-isolating then please take time to read one of our free guides.

These guides are available to help you understand your financial position during these difficult times and what measures you can put in place to ensure your wealth continues to be protected.

The Business Secret Podcast

Hear from some of the best upcoming and established Business Owners from around Wales as they open up about Work/Life balance, marketing, happiness, and mental health.

The Business Secret Podcast is an opportunity to hear from some of the best upcoming and established Business Owners from across Wales. Our Advice team sit with Business Owners getting to dive deep and find out more about their challenges, highs, lows, plans for the future, and what they would tell themselves if they were starting all over again.


News & Blog

Signup to our mailing list

Receive the latest monthly news, tips, events and financial commentary from the Penguin Team, straight to your inbox.

Book your
Discovery Meeting

Contact Us

T: 02920 450143

A:

2 Raleigh Walk, Brigantine Place,
Cardiff, CF10 4LN
________________

Cowbridge Office
5 Willow Walk , Cowbridge
Vale of Glamorgan, CF71 7EE


Penguin © 2020. Penguin is a trading name of Penguin Wealth Planners Ltd. who are authorised and regulated by the Financial Conduct Authority (FCA no. 830057). For further information please View More


Privacy Policy