Penguin Wealth Management Team - Craig Palfrey | Financial Advice Cardiff

Craig Palfrey

Certified Financial Planner

Craig is a Certified Financial Planner, Chartered Wealth Manager and a board member of the Institute of Financial Planning.

Craig is a Certified Financial Planner, a Chartered Wealth Manager and the Managing Director of Penguin.

On a personal note, Craig has always lived in Cardiff and considers himself lucky and blessed to be happily married, with 2 children, 3 step children and 5 grandchildren.

Craig believes in the ‘One Life, Live it Well’ philosophy of Penguin and that is why he shares as much time as he can with his family, and takes 8-12 weeks holiday a year whilst managing the Penguin Businesses.

Craig started in Financial Services in 2000 and considers himself extremely fortunate that he’s found his vocation. Hard work and constant study has resulted in Craig reaching Certified Financial Planner Status, a level of qualification that only 1% of the worlds Financial Services Community reach. Craig was recently voted as the top Financial Planner in Cardiff by VouchedFor.co.uk – an independent website where clients can review their Financial Planner.

Craig is also a member of the Million Dollar Round Table. Membership is recognised internationally as the standard of excellence in the Life Insurance and Financial Services business.

Craig is an international speaker after taking the stage at the 2015 & 2017 Million Dollar Round Table conference in New Orleans. Craig really enjoys presenting at seminars as he is passionate about sharing the benefits of good Financial Planning. This is evidenced further by Craig authoring a book featured on Amazon – ‘The Wealth Secret: Create, Build and Protect your future the Penguin way.

Craig’s Statement of Professional Standing

Quickfire:

1. What’s the craziest thing you’ve done?

I have gone to America, twice, without knowing the people I went with. The second time was to MDRT – International Conference for the Profession – and it was one of the best things I have ever done – WOW.

 

2. What’s the best thing you’ve spent money on?

Disney Cruises – will never forget the client who mentioned them to me. What an experience – first holiday I ever completely relaxed on – so worth every penny.

 

3. The worst?

Off-plan Property in Stockton in 2007, or the off-plan property I bought in Cyprus off-plan……

 

4.What’s your favourite book?  

Fiction – the Mitch Rapp Series Professional Book – They ask, you answer, Double Double, Traction.

 

5. If you’re not working, where will we find you?

My wife would say working – I love what we do for people. Otherwise – Watching the kids play sport, sitting in the hot tub – reading and thinking of how we/I can get better.

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Craig Palfrey
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