Manali Shah

Client Support Team

Manali gained her Bachelors degree in Accounting and Finance and started her career in the Finance industry working in a bank for a year. She then made the decision to make the move into Financial Planning and started her professional career when she became part of the Penguin Team in 2021.

Manali is a great asset to the Client Support Team and is dedicated to putting our clients’ needs first. She is always ready to support the Penguin Team where she can and is keen to learn new things and has the ability to absorb things quickly.

In her spare time, Manali likes to watch series on Netflix, read fiction novels, or hang out with her friends. She likes to travel and her dream is to travel around the world one day. You will always laugh when you’re around her as she has a great sense of humour.



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

Backpacking and trekking with 15 strangers to our State’s top Mountain which is (1,926 ft) above sea level and during the rainy season too. It was my best trek.


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

 A Trip to Thailand with my cousins.


3. The worst?

I bought expensive skin care products which made my skin even worse. 


4. What’s your favourite book?

The secret.


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

Watching FRIENDS, on a beach gazing sunsets or out with my friends.


Back to all

Other team members

Signup to our mailing list

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

Book your
Discovery Meeting

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

Privacy Policy