Financial Advice Cardiff - Meet the Penguin team | Penguin Wealth
Arrange a Discovery Meeting

Meet the Team

View person

Craig Palfrey

Certified Financial Planner

View person

Oliver Pughe

Financial Planner

View person

Gavin Baos

Financial Planner

View person

Mike Carberry

Financial Planner

View person

Liza Clarke

Business Manager

View person

Lisa Rendell

Technical Manager

View person

Rhianydd Summerhayes

Client Relationship Manager

View person

Louisa Evans

Technical Assistant

View person

Matthew Shanahan

Technical Assistant

View person

Thomas Davies

Trainee Financial Adviser

View person

David Smith

Technical Assistant

View person

Rebecca Davies

Business Assistant

View person

Cath Carberry

PA to Mike Carberry

Let us give you piece of mind

Book a Discovery Meeting at our expense

Arrange a Discovery Meeting

Signup to our mailing list

Receive the latest monthly news, tips, events and financial commentary from the Penguin Team, straight to your inbox.

Download your copy of
'The Business Secret'
now

Contact Us

T: 02920 450143

A:

2 Raleigh Walk, Brigantine Place,
Cardiff, CF10 4LN

Back to top

Penguin © 2018. Penguin is a trading name of Penguin Wealth LLP, who are authorised and regulated by the Financial Conduct Authority. For further information please View More

Designed & Developed by Spindogs