Anna came to us when she was looking for an IFA to help her deal with her closing Pension. After her Discovery Meeting and further Planning Meeting we’ve had the pleasure of helping her manage her pension and investments and providing her with ongoing support for all of her financial concerns.
After being advised to look into different types of Director Cover by his solicitor, Owner of Crafty Devil Brewery, Rhys Watkins, was recommended to chat with Penguin. Here’s what he has to say about working with the Penguin Team.
Rhys Watkins - Crafty Devil Brewery
Jerry Bolt wanted to reach his Financial Freedom date by 60, we helped him get there two years earlier! Here’s what Jerry had to say about working with Penguin.
Let us give you the same piece of mind
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Mr and Mrs Wright talk us through their journey with Penguin
Mr and Mrs Wright
I thought I’d drop you a quick line to say a big thank you for all your support and advice over the last few weeks. The experience remained the most relaxed we have ever encountered and you have given us such confidence in both what you have done for us and also in our own decisions. Keith has happily gone off to start his new reduced hours today! We will look forward to seeing you later in the year.
Julie & Keith
I’ve recently had the occasion to contact my financial advisors PENGUIN WEALTH. From the outset of my first email to them, my initial point of contact was Rhianydd Summerhayes (Client relationship Coordinator). Her very quick reply to my query was dealt with a very professional approach and advice, where i asked for a reply to be emailed to me, but that a chat with a financial advisor would be better. We agreed a time that i could expect a call the following day.
I was very pleased that , as promised, a call came to me at exactly the agreed time the following day!
Speaking to Penguin was a pleasure. Their expertise in answering all my concerns with regard to the forthcoming private pension changes, was both clear and easily explained to me, outlining the advantages and disadvantages of the options that could be excersised. We finished our conversation with myself being brought up to date and my anxieties put to rest.
Overall, i was very impressed with my contact with the PENGUIN WEALTH team, and would wholeheartedly recommend them.
Before selecting a Financial Adviser we had discussed our finances with a few other advisers, but from our first meeting with Penguin it was apparent that their depth of knowledge far exceeded that of others we had spoken with.
They have now gone on to be our Financial Advisers for almost a decade!
Penguin took time to listen to us, getting to know us, what our priorities were and our hopes for our family’s future. They took the whole picture into account.
We never felt as though they were working towards their own agenda as other Financial Advisers had done. We also felt in control. It was clear we had many options and that an important factor was selecting those we felt most comfortable with. That they managed this while not overwhelming us with jargon, rushing us or confusing us was a real skill.
Penguin’s support during the financial meltdown of 2008 was invaluable. Without dismissing our fears they guided us and provided reassurance that though bad it would turn around and the important thing was not to over react or become despondent. Penguin steered us through.
Lately we have had decisions to make over pensions. Again, Penguin was able to outline our options, answer all our questions plus a few we had not thought to ask. The end result was tailored to what we felt was right for us – with flexibility to make changes should we wish to.
All the various options available to us were presented in a professional but easy to understand manner and guidance was available at all stages of what could have seemed a very complex process.
Penguin understands that to our family our financial fitness is not simply a matter of figures on a balance sheet, its far more complex than that. To feel secure we have to have confidence that experts who truly care about our future are overseeing our investments. That’s Penguin.
Thank goodness for Penguin…
Both my wife and I were, and still are to a lesser degree, overwhelmed when it came to planning for our
Thank goodness for Penguin. They were very patient listening to our expectations, analysing our attitude to risk
and using plain language in explaining the investment options at our disposal which have enabled us to
make financial decisions that have been beneficial to our retirement.
We had a very clear idea of our on-going income strategy after our meetings with Penguin and with their help have subsequently formulated a plan which has fulfilled our expectations. There is no doubt that Penguin’s expertise lead us through ‘murky waters’.
Paul, West Sussex
We only ever hear great things about Penguin Wealth…
Following purchasing our first home and setting up a business, my husband and I were pleased to meet with
Penguin and benefit from their expertise. Penguin have been helping us in recent months to put in place the
necessary financial and legal structures to protect us and our business as it continues to grow. We have
found them to be friendly and approachable, and they have listened to our desires and needs throughout the
Penguin have been patient…Even when we took ages to sign forms etc!…and never pushy with their
products. We are looking forward to Penguin’s help and support as we continue on our financial journey.
We only ever hear great things about Penguin Wealth, and are pleased to now recommend them having
seen their work for ourselves! It is reassuring to know we are working with a trusted and highly competent
Financial Adviser, who is helping us reach the goals we want, without pushing his own agenda. They are
knowledgeable and trustworthy, and really took the time to get to know us and our hopes for the future. We
look forward to working with Penguin for many years to come!
Lois, Rhondda Cynon Taff
Penguin has expanded the education of our Foundation Degree Finance students beyond the classroom………….
by providing “real life” work experience and a valuable insight into the day-to-day realities of the Financial Planning industry. There is no substitute for the depth of knowledge and understanding gained through work experience and it most definitely enhances students’ job prospects for the future.
Penguin has been extremely supportive of the new finance courses being offered by the University, they have delivered some fascinating guest lectures to our first year accounting & finance students and are valued members of our Financial & Professional Services Advisory Board. Penguin have also facilitated the promotion of the Foundation Degree in Finance to the wider Financial Services Community.
Penguin are certainly playing their part in attracting the next generation of Financial Planners to the profession.
Helen Holleman - The school of Law, Accounting and Finance at the University of South Wales.
This is why I work with Penguin – I was so pleased to hear that your team undertook dementia friendly training. It further reinforces to me that Penguin is an organisation that I want to be connected with.
My dad has alzheimers and my sister and I are constantly battling with perceptions of people with dementia as well as trying to find ways around all the challenges involved.
Having more services and people aware of dementia and amending how they approach their work and interact with people with dementia as a result has a massive impact on these individuals’ independence, dignity and quality of life. This is particularly the case for the area of work Penguin is involved in.
In short, a heart-felt thank you and well done from me to the team!