Financial Planner
Dino started his career in Financial Services in 2001 with Friends Provident, advising clients on Pensions, Investments, Protection, and Estate Planning. He then became an Independent Financial Adviser (IFA) in 2004 working for himself.
Since then, he has continued to study and gain further qualifications, as he currently holds a Diploma in Regulated Financial Planning and is working towards Chartered status. He joined Penguin Wealth in January 2024 – looking for a new opportunity. He advises both Private & Corporate clients in the areas of Retirement, Investment, Tax, and Protection Planning to help his clients become Financially independent.
Dino lives in Cardiff with his wife, George, and their three children Isabel, Lily & Freddie. Dino enjoys time with his family and friends, traveling abroad , keeping active, and can usually be found cycling around South Wales or Mallorca in his spare time.
Quickfire:
1. What’s the craziest thing you’ve done?
Complete the Barcelona Ironman 70.3 for my 50th birthday.
2. What’s the best thing you’ve spent money on?
Trek Madone SLR 9 Disc, Project One (let’s just say, it’s a very nice bicycle).
3. The worst?
The same answer to question 2 – well, according to my wife…
4. What’s your favourite book?
The Outsider & The Midnight Library
5. If you’re not working, where will we find you?
Spending time with my wife George and our three grown up children, socialising with friends, cooking, riding my bike, running, walking the dogs, supporting my local publican, or even swimming if i need too. Safe to say, it’s a long list!