Communication is key. You'll have a dedicated Client Relationship team so you'll always have someone to talk to. Like most couples we had a mixed bag of pension provisions, some personal pension savings, some company scheme savings and some cash in the building society. Penguin were really good at helping us to sort out our retirement goals and answering the big question, can we afford to retire.
We have been with Penguin Wealth Management for 15 years and have been more than happy with the advice and service we have been given regarding our finances. They have provided planning for our retirement and pension, updated our wills, organised our Family Trust and secured our children's inheritance.
We have been with Penguin Wealth Management for 15 years and have been more than happy with the advice and service we have been given regarding our finances. They have provided planning for our retirement and pension, updated our wills, organised our Family Trust and secured our children's inheritance.
Services
Who We Are
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We are a Cardiff-based Financial Planning firm formed in 2010 by a group of Financial Planners who share the same vision and love for what we do. Our processes, support team and the accreditation we have achieved all reflect our principles and prove that we are best placed to help you live the life you deserve with peace of mind.
Penguin Ethos
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We really love helping people become more comfortable with their future and would love the chance to do so for you. In 2020 Penguin were awarded a 'Business Service Excellence' award at the Business Growth Awards, Wales. Penguin, once again, were named as Estate Planner of the year 2019 at the SOLLA Conference.
Join us
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Are you looking for your next big challenge? Want to work somewhere and not just feel like a 'member of staff' but a recognised, valued member of a growing team? Our Core Values are constantly implemented amongst the Penguin Team both inside and outside of work.
Living by these Core Values allows us to provide our clients with not only the best possible service but means that we're always challenging the norm, whether that be ourselves, our processes or the standard way of working.Following our 'One Life, Live It Well' mantra we've built a culture of trust, openness, and communication.
Living by these Core Values allows us to provide our clients with not only the best possible service but means that we're always challenging the norm, whether that be ourselves, our processes or the standard way of working.Following our 'One Life, Live It Well' mantra we've built a culture of trust, openness, and communication.
Penguin Success
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The Business Growth Awards are to recognise and celebrate outstanding achievements across key areas of business growth in South Wales. We are delighted to announce that Penguin have recently won the MoneyAge Financial Adviser of the Year Award 2016. This is our first national win and we are absolutely delighted and would like to thank you all for your kind wishes and positive thoughts.
Testimonials
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Paul shares his experience of becoming part of the Penguin family and how things have changed since he got in touch all those years ago. We recently caught up with long-standing clients Leslie and Jacky to find out what Penguin has done for them over the past few years. After being advised to look into different types of Director Cover by his solicitor, Owner of Crafty Devil Brewery, Rhys Watkins, was recommended to chat with Penguin.
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