Solving problems for clients

Nathan Cardy


After completing his University degree in MSc Finance and Investment, Nathan joined the Penguin team with aspirations of becoming a Financial Adviser. Currently Nathan has passed the RO1 (Regulation), RO4 (Pensions & Retirement Planning & RO5 (Protection) and is looking to complete the remaining exams on the diploma in the next 12-18 months.

His role at Penguin is to support the advisers by undertaking research to identify suitable solutions to meet our clients individual needs, as well as assisting with the implementation of any recommendations.

In his free time, Nathan enjoys running, cycling and sporadically visiting the gym and socialising with his friends in the many pubs of Swansea



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

Visited Soi Cowboy in Bangkok ..scarred for life

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

MacBook, even with the hefty price tag I have used it daily for the past 4 years and do not see me using any other Laptop/PC.

3. Worst?

Numerous ‘luxury’ items of clothing I have worn once or not at all. 

4. Favourite Book?

Without a doubt a book called ShoeDog by the founder of Nike, Phil Knight. 

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

Paying for overpriced spiced rum and coke in the bars In the Uplands. 

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