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

Craig began his journey in Financial Services over 20 years ago as a Compliance Junior. He has since become one of the UK’s most recognised Financial Planning advocates, Author of 2 books, a Coach and a Speaker.

Craig is known for his tremendous energy, forward thinking and insatiable hunger to better himself and the Profession in the UK, with his personal goal being to have influenced a million people by the time he finishes his career.

As an Author of two books The Wealth Secret, and The Business Secret, Craig hopes to expand the public’s knowledge of Financial Planning and the lifelong benefits it can provide today and for generations to come.

The Wealth Secret focuses on helping the nation better understand their finances and how it can truly work for them, giving them the opportunity to look at their finances to create a better financial future. The book truly delivers his belief that Financial Planning should be readily available to everyone and not just the privileged few.

The Business Secret aims to guide Business Owners along the right financial path introducing some easy-to-use interactive pieces, tips, tricks and statistics to help Business Owners – highlighting what they need to do to create a better future for themselves and leave a lasting legacy.

Craig is a Certified Financial Planner (CFP) and considers himself extremely fortunate to have found his vocation. He is the proud owner of Wales’ Business Visionary Leadership award two years in a row, and is placed in the Top 100 UK Financial Advisers 2019 in The Sunday Times.

He steered his firm to be the first to achieve a Hat-trick with the following recognitions; CISI Accredited Financial Planning Firm, a Chartered Financial Planning Firm, and a BS8577 Certified Financial Planning Firm.

 

 

           

“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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