Financial Advice Cardiff - About the Penguin team | Penguin Wealth

Who We Are

About Penguin

Penguin is an Independent Financial Adviser firm in Cardiff, formed in 2010 by a group of Financial Planners with a shared vision and a love for their jobs.

“To deliver an outstanding advice experience to our community”

The Penguin adviser team believe they have the best jobs in the world! They get to help you plan for a more comfortable and enjoyable future. How could we not find satisfaction in that?

Penguin’s founders share a vision of continuous professional development. It is their mission to become the best they can possibly be, to continuously learn and progress so that they can stay on top of the latest industry developments and provide their clients, and the community, with the best possible advice.

It is this attitude towards development that has seen Penguin grow and thrive since its inception in 2010. The Penguin team has grown from four to fourteen and now has five Financial Advisers who have achieved the highest level of qualifications. Penguin’s support team share Penguin’s vision of development and are sitting the relevant exams too.

Voted ‘Adviser Firm of the Year Wales’ at the 2016 Citywire New Model Adviser Awards in London and ‘Adviser firm of the year Wales’ at the 2014 Professional Adviser Awards, Penguin are now reaping the rewards of this development and growth.

Penguin became the very first firm in the U.K. to complete the hat-trick, becoming:

These signify that we “demonstrate the highest professional standards of financial planning service and advice”, “our clients are at the heart of our business” and that we “ensure our staff members acquire and retain the necessary knowledge and skills to deliver the highest quality advice”.

As the above shows, Penguin’s desire to progress and provide the highest standards of advice is at the heart of what we do. We are very excited to see what we can achieve in the future – hopefully with you at our side.

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T: 02920 450143


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