Penguin Wealth Management are an excellent expanding financial advice company with well qualified/accredited staff. They believe in staff development and training which impressed us and now have a legal department which is helpful. We have been benefiting from their advice for 4 years now and this has covered planning my retirement/pension; Family Trusts; investing our inheritances and simplifying/streamlining our investments; updating wills. We have the utmost confidence in them as they are helpful, efficient, personable, friendly yet professional, easily accessible, treat us as individuals and explain things at our level very patiently! They give us peace of mind, regularly communicate to us about our investments and explain the impact of UK and world events, providing monthly newsletters. We have recommended them to many friends. They have tried very hard to keep in touch and keep us informed during the pandemic. I am aware they do a lot of work with businesses but cannot comment on this. Craig and Rhianydd who we deal with the most are great!