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