Discovery Meeting | Financial Advice Cardiff

Discovery Meeting

We are delighted to offer everyone enquiring through our website an initial Discovery Meeting at our own expense.

This is a no-obligation meeting at our offices to clarify, understand and prioritise your values and goals at no cost to you.

With the current restrictions facing the UK and no clear date of when things will return back to normal, we’re also offerings meetings held remotely via Zoom, Microsoft Teams, Skype, Facetime, and Phone call. The majority of the Penguin Team are working from home but our offices are, once again, open for face-to-face meetings by appointment only.

If you feel comfortable, you are more than welcome to attend a face-to-face socially distant meeting with a member of the Penguin Advice team at our Cardiff office. It’s still no problem at all if you’d like to meet remotely via any of the means listed above.

Please use the contact form below to book your no obligation Discovery Meeting at our expense, whether it be remotely or face-to-face.

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Discovery Meeting

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T: 02920 450143


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

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

Pembrokeshire Office
County Chambers, Warren Street,
Tenby, Pembrokeshire,
SA70 7JS

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