Penguin Wealth Management Ltd
I provide independent financial advice to simply help individuals and businesses achieve their goals by making smarter financial decisions.
We can advise you on
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Pensions & retirement
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Pension consolidation
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Pensions & retirement planning
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Buying commercial property
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Mortgage protection
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Next home / Remortgaging
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Self-employed mortgages
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Financial planning
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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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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Savings for children
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School fees planning
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Insurance & protection
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Accident & sickness
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Buildings and contents
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Income protection insurance
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Payment protection insurance
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Tax & trust planning
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Expatriate finances
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Commercial mortgages
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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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Long Term Care
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Last authorised 1st March 2021
Meet our advisers
Mr Paul Diment
Chartered Financial Planner
Qualifications & Accreditations
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APFS - Associate, Personal Finance Society (PFS)
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To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
About us
Independent, Chartered Financial Planner with over 20 years experience in financial services. Providing advice in a simple to follow manner with no complexity and technical confusion.
Our services
Client's needs first - always.
Communication through all stages of your journey with us.
Ensuring that we do what we say.
Where to find us
Head office address: County Chambers, Warren Street, Tenby, Pembrokeshire, SA70 7JS
Service coverage
Preferred clients
Minimum wealth (income/assets)
£0
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Advice methods
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Telephone
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Online (Live chat, video, email)
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Face to face
Compliance
Your home may be repossessed if you do not keep up
repayments on your mortgage.