Our Ethos

The Penguin Way

As Financial Advisers we believe that we have the best job in the world. We get to help people plan for a more comfortable and more enjoyable future.  How could we not find satisfaction in that?

We really love helping people become more comfortable with their future and would love the chance to do so for you.

But why should you choose Penguin to take you on this journey?


Our Promises to You

We promise to:

  • Listen to you intently, and so understand your personal values and objectives.
  • Ensure that you enjoy your working life and your retirement without financial worry
  • Help you gain a much more fulfilling lifestyle and a clearer financial perspective.
  • Protect your hard-earned wealth and your family’s lifestyle.
  • Deliver our services to you ‘On Time, Every Time, Exactly as Promised’

Please click here to view our 12 promises to you

At Penguin your happiness is our mission.



We have been shortlisted, placed as finalists and won numerous awards over the years.

These nominations and Award wins signify that we demonstrate the highest Professional standards when it comes to service and advice. They show that our clients are at the heart of our Business and that we ensure our team acquire and retain the necessary knowledge and skills to deliver the highest quality advice.

To find out more information, check out Our Success page.



We are Independent Financial Advisers. This means that we are not dependant on, or influenced by, providers of Financial products. The advice we give is unbiased and will be the best possible advice for your individual situation.

We are also authorised and regulated by the Financial Conduct Authority, adhering to their compliance guidelines to make sure our clients are always 100% happy with our advice and ethics.

Click here to view our profile on the FCA website

Please get in touch because we would really love the chance to help you improve your future.

If you’re concerned about your finances and how they work for you then complete the enquiry form and book a Discovery Meeting with a member of our Advice Team.

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Contact Us

T: 02920 450143


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

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

Penguin © 2024. 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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