Craig Palfrey

Certified Financial Planner

Craig is a Certified Financial Planner, 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 teenage children, 3 grown up step-children and 8 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 is one the top rated Financial Planners in Cardiff on (an independent website where clients can review their Financial Planner) with a rating of 4.9 out of 5!

Craig is also a member of the Million Dollar Round Table and sits on one of their committees as a volunteer. Membership is recognised Internationally as a Standard of Excellence in the Financial Services business.

Craig is an International speaker after taking the stage a number of times at the Million Dollar Round Table conference. Craig really enjoys public speaking and sharing top tips on how to plan for Financial Freedom, he is passionate about Helping People Live their Best Life, by Making Smarter Financial Decisions. This is evidenced further by Craig authoring 2 books featured on Amazon – ‘The Wealth Secret: Create, Build and Protect your Future the Penguin way’ and ‘The Business Secret’.



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 and I’ve been on a further 8 since!


3. The worst?

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


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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