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Family focused Wealth Management

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Plan Perform Protect

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.

The Financial Journey Never Ends… One Life, Live it Well.

Business Owners

Have you secured your family’s future?  Do you want to retire early?  Do you want to grow your business?  Our Money Makeovers could help you achieve your goals!

Financial Freedom Planning

You’ve worked so hard to get where you are today. Now the future doesn’t look as clear as you hoped. You have money. Yes. But will it be enough? Enough to do what you’ve yearned to do… all these years.

Download one of our free resources

We have a selection of guides available for download. They cover a variety of wealth management topics and are free of charge.

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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

Craig is a Certified Financial Planner, Chartered Wealth Manager and a board member of the Institute of Financial Planning.

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T: 02920 450143


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

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

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