Our Success

Recent Awards

Business Growth South Wales Awards 2018 – Winner of the Visionary Leadership Category.

We are delighted to announce that Penguin Wealth have been named the Winner of the Visionary Leadership Category at the Business Growth South Wales Awards 2018

The Business Growth Awards are to recognise and celebrate outstanding achievements across key areas of business growth in South Wales.

It was held on Friday 9th March at St David’s Hotel in Cardiff – sponsored by ION Leadership.


Adviser Firm of the Year 2016 Wales

We are delighted to announce that Penguin have recently won the MoneyAge Financial Adviser of the Year Award 2016.  This is our first national win and we are absolutely delighted and would like to thank you all for your kind wishes and positive thoughts.
Penguin Partner Oliver Pughe, who picked up the award, said:
“We are absolutely delighted. The MoneyAge award aims to recognise a firm which shows a true understanding of the advice market and puts clients at the heart of everything it does. With our upcoming book – The Wealth Secret – about to be launched, we have continued to show our commitment to helping more people make better financial decisions.

Adviser Firm of the Year 2016 Wales

Penguin were named ‘Adviser Firm of the Year Wales’ at the 2016 Citywire New Model Adviser Awards in London. We were incredibly thrilled and honoured to receive this prestigious award at what was a fantastic event.

“Cardiff’s Penguin Wealth scooped the prize for Wales, citing a strong focus on client care and communication as key to its success.”

‘Clients can ring up any time and we’ll pass on the advice,’ said Penguin financial planner Mike Carberry. ‘Sometimes we can’t answer the query immediately but we can talk to our team. Our team is so important, including all our backup staff.’

The firm has taken on more junior staff over the past 12 months, through schemes with local universities.

Watch our acceptance video here


Penguin became the very first firm in the U.K. to complete the hat-trick, becoming CISI Accredited, Chartered, and BS8577 Certified:

CISI Accredited

We became the very first Welsh firm to be approved by the Chartered Institute for Securities & Investment (CISI) as an Accredited Financial Planning Firm. The CISI 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 CISI’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!



Our other achievements:

Group Pensions Adviser of the Year 2015

Mike Carberry had the honour of being named ‘Group Pensions Adviser of the Year’ at the 2015 Financial Adviser Life and Pensions Awards.

He was absolutely delighted to receive the award at an exclusive ceremony organised by Financial Adviser Magazine (the Financial Times professional publication), on London’s Savile Row.

It was an incredibly proud moment for Mike when Dr. Ros Altmann CBE – leading UK pensions expert and campaigner – announced that he had won this prestigious accolade!


Pension Adviser of the Year 2015

We are delighted to announce that Penguin were named ‘Pension Adviser of the Year’ at the Unbiased.co.uk Media Awards 2015.

The Unbiased.co.uk Media Awards reward excellence from advisers and journalists for their work in the media.

Craig Palfrey was on hand to collect the award at the prestigious ceremony in London.


2014 Adviser Firm of the Year Wales

One of Penguin’s proudest moments was being recognised for all our hard work, qualifications and the level of advice we provide to our clients through winning ‘Wales Financial Planning firm of the Year’ at the Professional Adviser Awards 2014.

It was the first time Professional Adviser has split its adviser awards geographically, and it was the most testing entry criteria yet, involving a questionnaire, case study and, of course, the scrutiny of an independent judging panel. We are really proud of the award.


Top Rated Firm Cardiff

We were also recently voted the Top Rated Firm in Cardiff by VouchedFor.

For those of you who haven’t left us a review yet, VouchedFor is a system that allows people to find Financial Advisers in their area. Clients of the advisers can leave reviews and rate the adviser, so that potential clients can make an informed choice.

It’s like a Trip Advisor for Financial Advice!

Our advisers have had such great reviews recently that we were rated the top Firm in Cardiff. Another achievement we are very proud of.

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


Penguin House, Raleigh Walk, Brigantine Place,
Cardiff, CF10 4LN

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

Penguin © 2022. 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