Having been based in Cardiff for the past ten years, we are proud to announce that we have finally expanded our services to Pembrokeshire. By extending our team of Financial Advisors to Pembrokeshire, we believe we will be able to reach, engage and advise more clients than ever.
For bespoke financial advice in Cardiff, Pembrokeshire or anywhere in between, contact the team at Penguin Wealth.
Introducing our new Financial Advisor in Pembrokeshire
With over 20 years of experience in Investment, Pension, Trust and Estate Planning, Paul Diment has joined the Penguin Wealth team as a Financial Planner in Pembrokeshire.
Harnessing the ethos of Penguin Wealth, Paul strives to engage with every customer and consistently goes above and beyond to meet their needs and requirements. In order to support him as our lead Financial Advisor in Pembrokeshire, we have supplied Paul with all the help he needs, from both our Technical Team and Client Relationship Team. In doing so, Paul can commit his full attention to customers and provide premium, local financial advice in Pembrokeshire and the surrounding area.
Find out more about Paul, his qualifications and his life as a Financial Advisor in Pembrokeshire.
What the expansion means for Penguin Wealth
For the team at Penguin Wealth, this expansion is seen as an opening into a whole new customer base. As a company that is driven by the want to help others, expansion translates into an opportunity to share our expert knowledge with customers across the entirety of South Wales. By growing our team and our scope, we have the resources available to not only help local residents and business owners in Cardiff and Pembrokeshire, but any customer who may need our expert advice and premium financial services.
What the expansion means for our customers
We believe the growth of Penguin Wealth reflects a growth in passion. With Paul Diment as part of the team, our customers will have one extra Advisor they can turn to for professional financial advice. As a company dedicated to providing specialised financial services, we can guarantee that every one of our Financial Advisors will continue to put you and your financial needs first.
So, whether you’re a local resident in Cardiff seeking Pension advice, or a business owner in Pembrokeshire needing an Investment Review, our team of Financial Advisors are on hand, as always, to help Plan, Perform and Protect your finances for your future.
Contact Penguin Wealth to discuss our Cardiff and Pembrokeshire financial services.