Penguin Wealth

Independent Financial Adviser  Penguin House, South Glamorgan, CF10 4LN
First meeting at adviser's own cost
You can now book a 15-minute Self-Audit call with a member of our Advice Team via the contact details below: Call: <phone number hidden> Email: <email address hidden> Visit: <url hidden>
We can advise you on
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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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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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Investment trusts
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OEICs
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Unit trusts
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Regular savings
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Savings for children
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Critical illness
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Income protection insurance
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Life insurance
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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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Corporate pension
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Group Pension/Stakeholder
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Group critical illness
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Group life insurance
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Group private medical insurance
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Long term care
Response rating
9.6/10
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FCA authorised
Last authorised 8th August 2022
What our clients say
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.
Geraint, Vale of Glamorgan
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
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
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;

Discovery Meeting: At our expense
Planning Process: £697
Implementation Process: £497
Moving your Money: 1%

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, Brigantine Place, South Glamorgan, CF10 4LN
Service coverage
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£51,000
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)
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    Face to face
Response rating
9.6/10
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FCA authorised
Last authorised 8th August 2022

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