Shaun Hiscox - Penguin Wealth

Independent Financial Adviser 2 Raleigh Walk, 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.

We can advise you on

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Pensions & retirement

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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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Mortgages

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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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Financial planning

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Wealth management

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Investments

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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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Savings

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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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Insurance & protection

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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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Tax & trust planning

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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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Expatriate finances

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EEA

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Rest of world

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Business

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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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Stockbroking services

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Sharia finance

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Sharia finance

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Long Term Care

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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 Shaun Hiscox

Financial Planner

Qualifications & Accreditations chevron_up

CeMAP - Certificate in Mortgage Advice and Practice (LIBF)

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This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

DipFA - Diploma for Financial Advisers (LIBF)

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The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

About us

We are a team of independent financial advisers based out of South of Wales. With 17 years of experience, we started Castra Financial Ltd in 2019.

Our services

Our Specialities include;

Pensions
Investments
Mortgages
Mortgage Protection
Insurance and Protection

Where to find us

Head office address: 2 Raleigh Walk, Brigantine Place, Cardiff, cf10 4ln

Service coverage

Make an enquiry

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

FREE

pension health check

+ £50 off the
cost of advice
FREE

mortgage review

+ £50 off the
cost of advice
FREE

investment health check

+ £50 off the
cost of advice
FREE

financial health check

+ £50 off the
cost of advice

Advice methods

Telephone
Online (Live chat, video, email)
Face to face

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

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