Financial Advice Cardiff - About the Penguin team | Penguin Wealth

Who We Are

About Penguin Wealth

We are a Cardiff-based financial planning firm formed in 2010 by a group of financial planners who share the same vision and love for what we do. Our processes, support team and the accreditation we have achieved all reflect our principles and prove that we are best placed to help you live the life you deserve with peace of mind. 

Our Mission Statement

The (Financial) Journey Never Ends……One Life, Live it Well.

One Life, Live it Well

At Penguin Wealth we believe life is precious, and whilst financial planning is important, we know that some things are more important than money, such as contentment, family, friendships, giving back, good health and achieving success. We are committed to building bespoke financial plans that will contribute to your goals and values, whilst helping you plan a more comfortable and enjoyable future for yourself and your loved ones.

We pride ourselves in taking on the responsibility to look after your financial planning requirements day in, day out, freeing up time so you can focus on the longer-term growth of your business, and spend quality time with your family and interests.

The 2nd most important professional you will need

Your planning is only truly complete when you have ensured that the unexpected is catered for. We help prepare you for all eventualities by protecting you from the curveballs life can throw at you and keeping you on track to fulfil your goals and dreams, no matter what happens.

Plan, perform and protect

Mapping out the future to achieve your life goals means taking the right steps now. By setting up a long-term financial plan with Penguin Wealth, you ensure protection for you, your family and your business in the years to come. Our expert team will be with you every step of the way, providing specialist advice at all stages of your financial planning journey.

Penguin Wealth offers the following financial planning services:

  • Financial Forecasting (cashflow for your personal life)
  • Tax planning
  • Maximising capital returns
  • Risk management
  • Reviewing your plans and goals
  • Working alongside your other professionals
  • Supporting you and your family

Accreditation

Penguin became the 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.

Providing the highest standard of advice is at the heart of what we do, and we are always extremely excited to see what we can help you to achieve in the future! Learn more about Penguin Wealth’s Advice Services

Let us give you piece of mind

Book a Discovery Meeting at our expense

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
________________

Cowbridge Office
5 Willow Walk , Cowbridge
Vale of Glamorgan, CF71 7EE


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


Privacy Policy