Penguin Wealth Management

Independent Financial Adviser 38A High Street, South Glamorgan, Cowbridge, CF71 7AG
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
2nd December 2019
The best Financial Adviser firm in Wales - as voted by Citywire's New Model Adviser, Professional Adviser and VouchedFor. Authors.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • 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
    • ISA / Unit Trusts / OEICs
    • OEICs
    • Unit trusts
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Estate planning
    • Taxation planning
    • Group Pension/Stakeholder
    • Group Protection/Life Insurance
    • Long term care
Meet our advisers
Oliver Pughe
Financial Planner
Gavin Baos
Financial Planner
Craig Palfrey CFP
Certified Financial Planner
Accreditations
Certified Financial Planner Later Life Accredited Adviser
Mike Carberry
Where to find us

38A High Street, South Glamorgan, Cowbridge, CF71 7AG

Make an enquiry
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 a book, featured on Amazon, which is designed to help anyone interested in improving their longer-term position and learning how to succeed in managing their finances throughout their life. All profits from the book 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 retirment, business planning or any other aspect of Financial Planning, Penguin are the advice team for you. We are award winning, boted '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.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0

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