Wealth Management Team - Thomas Davies | Financial Advice Cardiff

Thomas Davies

Trainee Financial Adviser

After achieving a BSc in Finance and investment Tom Joined the Penguin Team in April 2016 he is now studying towards his Diploma in Investment Advice with the goal of becoming a Chartered Financial Adviser.

As part of the Penguin team Tom helps support the advisers with report writing, research and other area of financial analysis necessary to ensure our clients receive the best advice possible.

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

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.

Download your copy of
'The Business Secret'
now

Contact Us

T: 02920 450143

A:

2 Raleigh Walk, Brigantine Place,
Cardiff, CF10 4LN


Penguin © 2018. Penguin is a trading name of Penguin Wealth LLP, who are authorised and regulated by the Financial Conduct Authority. For further information please View More