Wealth Management Team - Thomas Davies | Financial Advice Cardiff
Thomas Davies

Thomas Davies

Financial Adviser

After achieving his Degree in Finance and investment, Tom Joined the Penguin Team in April 2016. Since achieving his Level 4 Diploma in Investment Advice Tom has joined our growing advice team and is now on his way to becoming a Chartered Financial Adviser.

As part of the Penguin team, Tom helps advise our clients while also supporting the other advisers with report writing and cash flow modelling. Tom’s favourite part of the job is showing people that they can afford to retire long before they ever thought possible.

Outside of the office, Tom is a life-long Chelsea supporter and also enjoys keeping fit and travelling the world whenever he gets the chance

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