Penguin Wealth Management Limited

Independent Financial Adviser  2 Raleigh Walk, Brigantine Place, Cardiff, CF10 4LN
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FCA authorised
Last authorised 1st March 2021
Penguin are still open for business during the current pandemic. If the crisis has caused you to think more about your financial position then please contact Penguin to find out more about how to protect your wealth.
We can advise you on
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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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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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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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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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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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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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EEA
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Rest of world
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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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Sharia finance
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Long term care
Meet our advisers
Mr Paul Dimemt
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 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.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

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

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