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  11. Penguin Wealth

Penguin Wealth

Independent Financial Adviser  Penguin House, Cardiff, CF10 4LN
First meeting at adviser's own cost
We offer a bespoke, tailored service and strive to nurture long term relationships and understand your financial goals, taking into account your current circumstances, needs and priorities. Visit our website <url hidden> for more information
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Travel
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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EEA
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Rest of world
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Stockbroking services
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Sharia finance
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Long term care
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
Mr Chris Evans
Financial Planner

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Accreditations
Certified Financial Planner
About us

The best Financial Adviser firm in Wales - as voted by MoneyAge, Citywire's New Model Adviser, Professional Adviser, and VouchedFor.

We pride ourselves on our transparent prices;

We keep the highest standards – We are Chartered, Certified AND Accredited.
MoneyAge’s Financial Adviser of the Year 2016, New Model Adviser Firm of the Year 2016, Life & Pensions Adviser Firm of the Year 2016 Runner-Up, Adviser Firm of the Year 2014, Pension Adviser of the Year (Unbiased), Top Rated Firm in Cardiff (according to VouchedFor).

We care about your financial well-being and education. We have recently released two books, featured on Amazon; 'The Wealth Secret' and 'The Business Secret'. All profits from the books will go towards our chosen charity, Age Connects Cardiff and The Vale.

Penguin’s processes have been independently accredited against International Benchmarks demonstrating that our clients are at the heart of our business.

Our clients are supported and informed at every step of their journey. Enjoy the comfort of monthly, tailored communication.

Our services

Whether you are looking for Investments, insurance, and protection, tax and trust planning, pensions and retirement, business planning or any other aspect of Financial Planning, Penguin are the advice team for you. We are award winning, voted 'Adviser Firm of the Year Wales' in 2014 and 2016. We are Amazon featured authors with our book 'The Wealth Secret'. We are Chartered, Certified AND Accredited. Penguin’s processes have been Independently accredited against International Benchmarks demonstrating that our clients are at the heart of our business. Our clients also enjoy the comfort of monthly, tailored communication.

Where to find us
Head office address: Penguin House, Raleigh Walk, Cardiff, CF10 4LN
Service coverage
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
  • icons
    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
check
FCA authorised
Last authorised 13th September 2021

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