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