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
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.
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.
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.
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.
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.
Reviews (10)
Andrew Tuite
May 19, 2021
Report
Ray Hurrell
Apr 15, 2021
Report
My wife and I have entrusted our personal investment strategies and estate planning to Penguin since the inception of the company in 2010.
We cannot fault the service we have received with all aspects of our financial planning requirements. The responsiveness of all the staff is second to none and a personal service is guaranteed. I would strongly recommend anyone requiring financial advice/help to give them a call.
We cannot fault the service we have received with all aspects of our financial planning requirements. The responsiveness of all the staff is second to none and a personal service is guaranteed. I would strongly recommend anyone requiring financial advice/help to give them a call.
Hannah Addicott
Mar 20, 2021
Report
If you need mortgage advice, then I could not recommend Tom Davies more highly. Nothing was too much trouble for Tom. He is friendly, yet highly professional and gave me the best advice. He worked tirelessly to find the right option for me. Thanks very much. When I need further mortgage advice in the future I will always be requesting to work with Tom.
Stan Devonish
Feb 14, 2021
Report
I've worked with Olly for about 8 years now and I can honestly say he's the most straight forward, plain speaking IFA I've dealt with. There has never been a time when he's 'over egged' or over promised. Clear, simple, informative communications addressing our issues and wants delivered in a friendly and knowledgeable manner. Highly recommend both Olly and Penguin without a moment's hesitation.
Michelle Meredith
Jan 20, 2021
Report
I have always been wary of financial advisors but was recommended to Penguin by someone I trust. Now I wish I had found out about them years ago! The use of 1:1 zoom meeting with the advisor (Craig) was very convenient. He explains everything in ‘layman’s’ terms and makes the whole process of investing/pensions simple. I have found the company very easy to get hold of by phone or email, with quick responses throughout the COVID period, in stark contrast to many companies I have to deal with in the course of running my business. I would highly recommend their services.
Matthew Bertram
Aug 05, 2020
Report
One of the best decisions I ever made was attending a Penguin seminar nearly 10 years ago. I am now happily retired with finances and estate all in order and with an an ongoing investment plan for my pension pot. I would highly recommend that anybody who, like me, did not have a retirement plan and need expert guidance and support, contact Craig and the team at Penguin Wealth.
Debbie Bywater
Aug 03, 2020
Report
Following a recommendation from family we booked an appointment with Craig at Penguin. We were welcomed by smiling, friendly faces who couldn’t do enough for us - we felt like royalty! Craig was fab (& still is) he went through everything methodically & clearly explaining in simpler terms what needed to be done to secure our finances & future. Craig makes it his business to get to know you as a person and this gives him the knowledge to know what keeps you awake at night & alleviate those anxieties. We have entrusted Penguin basically with our lives & we feel more than comfortable to do this
Julia Taffurelli
Jul 09, 2020
Report
Positive: Professionalism, Quality, Responsiveness, Value
Following a re commendation form a friend, I arranged a meeting with Oliver (Ollie). He immediately made me feel relaxed and in safe hands. He and his colleagues have always been helpful, professional and keep me informed every step of the way. I can't recommend them highly enough!
Following a re commendation form a friend, I arranged a meeting with Oliver (Ollie). He immediately made me feel relaxed and in safe hands. He and his colleagues have always been helpful, professional and keep me informed every step of the way. I can't recommend them highly enough!
Tony Moore
Jul 29, 2019
Report
Anna Skeels
Nov 03, 2017
Report
Based on my experience so far, I cannot recommend Penguin enough. All of the contact I have had with Penguin has been supportive, respectful, clear and transparent, professional and considered. I have never felt pushed into anything, only listened to, advised and informed. I have always felt that I can raise any question and that time can be made for me and my concerns and queries if and when needed. I find the review meetings and regular e-updates really useful. I received what I wanted in terms of both advice on pension consolidation as well as overall financial planning and am very happy to
