Financial Advice Cardiff - Events & Seminars | Penguin Wealth

Events

Here at Penguin we’re always more than willing to speak at events. Over the years we’ve had the pleasure of speaking at a large variety of conferences, workshops and networking events in South Wales, London, and America. Talking Finance, The industry, Property, The Future, Business Tactics, and Office/Workplace culture are our specialties. We’d be delighted to feature at your next event.

 

Craig Palfrey

Certified Financial Planner Craig Palfrey has over 20 years of experience working within the Financial Services industry. He is a frequent speaker at a number of Property, Investment, Inheritance, and Business Development seminars. Most notably, Craig is a member of MDRT (Million Dollar Round Table) which sees over 60,000 professionals all over the world from the Insurance and Finance sectors come together in America to share ideas, attend workshops, network and visit keynote speakers. Craig has given talks at the main MDRT event and is set to give a talk at the prestigious Top of the Table event in the weeks following MDRT in Austin, Texas 2019. Additionally, Craig is also the author of two books; ‘The Wealth Secret’ and ‘The Business Secret’. The Wealth Secret is a short book designed to help you get your finances on track, Craig is a big believer that Financial Advice should be available to everyone and not just the privileged few. The Business Secret focuses on what planning and processes a business owner can put into place to ensure both they and their family are fully protected for the future, the book is full of useful tips and hints to help get a business on the right financial path.

 

           

“What a wake-up call!” – June

 

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“Very professional, good presentation explained very eloquently” – Valerie

 

 

Please fill out the contact form below to inquire about Penguin speaking at your next event

 

“Personable and knowledgable” – Mair & Colin

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