Independent Financial Advice in Pembrokeshire | Penguin Wealth

Financial Advice in Pembrokeshire

23 Apr 2021 | Articles |

Are you looking for an Independent Financial Adviser in Pembrokeshire that can help you get your finances in order? If so, look no further.

At Penguin Wealth, we have a team of trusted Financial Advisers, ready to help you prepare your finances for a more comfortable and enjoyable future. Covering the entire Pembrokeshire area, we provide expert Financial Advice to residents from St Davids to Haverfordwest and everywhere in between.

With one of our Financial Advisers, you’ll receive expert advice that’s tailored around your needs and objectives. Whether you require taxation advice for your business or are interested in preparing your finances for retirement, our Advisers are here to help.

Expert Financial Advice in Pembrokeshire

At Penguin, we offer a selection of Advisory Services to residents in Pembrokeshire, who want to get a better handle on their finances but don’t know where to start. By listening to your current needs and future goals, we can provide Financial Advice on a wide range of topics, including:

• Financial Forecasting
• Inheritance Tax Planning
• Life Insurance & Income Protection
• Retirement & Pension Planning
• Pensions, Wills & Trusts
• Maximising Capital Returns
• Business Sales & Exit Planning
• Acquisitions & Management Buyouts
• Estate Planning
• Savings & Investments
• Mortgages
• Tax Planning

Our Independent Financial Advisers in Pembrokeshire

Our team of Financial Advisers in Pembrokeshire have a wealth of experience in Financial Planning. Together, with our Technical and Client Relationship team, our Independent Financial Provider, Paul Diment, goes above and beyond to provide bespoke Financial Planning Advice to residents in Pembrokeshire, helping them to plan, perform and protect their finances for their future.

Why trust our Financial Advisers in Pembrokeshire

At Penguin, we’re committed to helping people make smarter financial decisions so that they can live their lives to the full. Take a look below to find out why you should turn to our Pembrokeshire team for financial support.

We’re independent

Our team in Pembrokeshire are Independent Financial Advisers authorised and regulated by the Financial Conduct Authority and comply with the guidelines to ensure our clients get the best possible advice, suitable to their situation. As Independent Financial Advisers, we are not dependant on providers of financial products, which means that the advice we provide is unbiased and completely unique to each individual.

We protect you

We believe that Financial Planning and Advice is about more than just ‘looking after your money’, it’s about looking after you, your family, and your business. Our expert team of Financial Planners in Pembrokeshire are here to help you plan for the life you want to live. We can be there every step of the way to make sure your goals and finances match up, so that you and your family can live the life you truly deserve.

We listen

Understanding that everyone’s financial situation is completely unique to them, we’re committed to listening intently to build a clear picture of your individual needs and goals. In doing so, we can accurately forecast your financial future and help you put the steps in place towards complete financial security.

We help you achieve a fulfilling lifestyle

As part of our Financial Services, we can help you achieve the fulfilling lifestyle you’ve always wanted. Whether you want to travel more, support a charity or leave your family a legacy, our tailored Financial Plans can help turn your dreams into a reality.
Find out more about our promises to you.

Our Pembrokeshire office

We provide expert Financial Support and Advice from our Pembrokeshire office, located conveniently in the seaside town of Tenby. You can find us at:

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

Get Financial Advice in Pembrokeshire

Are you ready to take control of your financial life? Click below and let us help you take away the stress of planning your finances, so you can focus on the things that really matter. If you have any questions about your finances or would like to speak to a member of the Penguin Advice Team about your situation, we’re currently offering meetings held over Zoom, Skype, FaceTime and phone calls.

Book a 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

Penguin © 2021. 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

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