Penguin

Independent Financial Adviser 2 Raleigh Walk, Brigantine Place, Cardiff, Cardiff, Cardiff, CF10 4LN
First meeting at adviser's own cost
Response rating
7.1 /10
FCA verified
16th September 2019
We help individuals and business owners plan to live one life amazingly well - We are Independent Financial Planners
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Bad credit
    • Building your home
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Buying overseas
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Mortgage protection
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • ISAs
    • Investing for income
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Oliver Pughe
Financial Planner
Gavin Baos DipFA
Financial Planner
Craig Palfrey CFP
Certified Financial Planner
Accreditations
Chartered Financial Planner Later Life Accredited Adviser
Mike Carberry
Independant Financial Adviser
What our clients say
Over the years I have become very skeptical of financial advisers having had my fingers burnt in the past. However I was recommended to Penguin a few years back and they have always provided a very professional service which I have been extremely happy with. They are not pushy or will try to sell you something that he feels is not in your interest and for the first time I have found a Financial Adviser with a big conscience and I would wholeheartedly recommend Penguin to anyone.
Mark, Cardiff
Having spent time with Penguin in order to receive Financial advice, I can only say that they are true business professionals with a clear grasp of what it takes to get things done. Their ability to help my needs through good communication is outstanding. My adviser's commonsense approach to issues and opportunities is both unique and refreshing. Above all, he impressed me with his willingness to be honest and offer the best advice possible. All in all, Penguin have been an absolute pleasure to work with and I would recommend him to all my friends-family.
Ben, Cardiff
My Penguin Adviser is excellent at taking the time to listen to his clients current situation and advise on short term and long term financial planning. He identifies the solutions that you should have in place as well as suggesting future solutions/products that you will potentially need along your financial journey. Penguin's aim is to develop a long lasting relationship with their clients where they can regularly review their financial plan and help ensure they achieve their financial plan. I wouldn't hesitate in recommending Penguin, Their knowledge of this industry is second to none and their core values ensure that you (and your family) get the best possible advice on a regular basis.
Geraint, Vale of Glamorgan
Where to find us

2 Raleigh Walk, Brigantine Place, Cardiff, Cardiff, Cardiff, CF10 4LN

Make an enquiry
About us

Are you an Individual or Business Owner looking for help or a second opinion on your financial decisions?

IF YES THEN WE ARE THE FIRM FOR YOU.

At Penguin we help business owners and individuals live one life amazingly well. We understand the challenges you face including planning for your Financial Freedom date, protecting your family and your business, reducing your tax bill and leaving a legacy.

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Discovery Meeting: At our expense
Planning Process: £697
Implementation Process: £497
Moving your Money: 1%
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We are international speakers and Amazon featured authors. Our book - "The Wealth Secret" and our new book "The Business Secret".

We keep the highest standards – We are Chartered, Certified AND Accredited - one of the only firms to have the hat trick of accreditations in the UK.

Awards -
2018 Visionary Leadership Winner at Business Growth Awards
Estate Planners of the Year 2017 Unbiased Media Awards
Moneyfacts Retirement Advice Firm of the Year 2017
Estate Planning Firm of the Year 2017 awarded by SIEP
MoneyAge’s Financial Adviser of the Year 2016,

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

Our services

We are passionate about helping people get out of their job/business as early as they want so they can follow their passions and fulfil their dreams with no financial worries. We protect families and business and create legacies.

We are Amazon featured authors with our book 'The Wealth Secret' and our follow up "The Business Secret" available for free at our website

We are award winning

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.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Compliance

Penguin Wealth LLP are authorised and regulated by the Financial Conduct Authority (FCA number 581108).

Any suggestions or opinions expressed in this promotion are not an endorsement by Penguin Wealth LLP and no product or service should be entered into without receiving Independent Financial Advice. Past performance is no guide to the future.

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