Financial Advisers (Independent) in Cardiff
2 Raleigh Walk
The team at Penguin are different to other IFA firms you may have met in the past. Weâ€™re here to help you face your money fears and anxieties and help you live the life youâ€™ve worked so hard for. We work with you to understand your present position, your goals and aspirations and any gap that may exist between them. Only then, when we fully understand will we work with you to review and amend your current portfolio to suit your needs. We understand that everybody is different and we will treat you as just that - an individual. We have the time, expertise and the environment to discuss the many different aspects of financial and lifetime planning, from monitoring your investments and pensions to helping you manage your budget. We understand and we care, thatâ€™s why our passion is to help Take the Fear out of Finance.
Penguin Wealth are a highly rated Independent Financial Advisory firm in Cardiff
What do we do better than others?
Award Winning - Adviser Firm of the Year, Top Rated Firm in Cardiff (according to VouchedFor).
The Hat-trick - We are Chartered, Certified AND Accredited.
Supported And Informed - Our clients enjoy the comfort of monthly, tailored communication. They feel assured and engaged in a truly enriching relationship.
Extraordinary Expertise - Our Adviserâ€™s Chartered and Certified qualifications rank amongst the highest in the profession.
Penguinâ€™s processes have been Independently accredited against International Benchmarks demonstrating that our clients are at the heart of our business.
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