Penguin Wealth Planners Ltd. - Cardiff

K B.

I have been a client of Penguin Wealth Planners Ltd for 13 years. From my very first appointment Craig and his team inspired confidence, they listened intently to my hopes, fears and dreams and put in place a financial plan that suited me personally and they regularly examine its continued relevance.
Their communication practices are excellent, keeping in contact with regular Planning updates on a personal level and useful newsletters more generally.
I have recommended Penguin to all who will listen and continue to do so.
I do not believe anyone in the Financial Planning industry does it better.

Jacky P.

Craig was my husband and my financial advisor long before he branched out and founded Penguin Wealth. We were always so completely in awe of his skills and the way he handled our finances. Sadly my husband passed away 2 years ago, but he always said, “never worry, Craig and Penguin have got it all in hand”, and they certainly have. The company, Penguin Wealth, have gone from strength to strength over the years, and have surrounded themselves with the finest and most learned minds in the business. Thanks to them, I have no worries in these economic hard times. There is always a friendly expert on the end of the phone to allay any fears one may have. Give them a ring. You’ve got nothing to lose and everything to gain. It’s the best thing we ever did. Thank you Craig, thank you Penguin Wealth.

K T.

I met with Tom from Penguin 5 years ago to discuss my Pension options and arrangements. Having researched a number of different firms in the Cardiff area I decided to try Penguin and have not regretted my decision.

My dealings with Tom have always been very professional and knowledgeable. Making decisions about your pension is probably the biggest and most important that you will make financially and Tom has been patient and thorough in reviewing and recommending the various options and way forward.

I am naturally very cautious and risk aware and Tom has been great in taking this on board but also providing reassurance that we can also look to use our pension to enjoy life too! It has also been great to have someone ensure that important – but often put off – actions such as Wills and Lasting Powers of Attorneys are in place.

Penguin also offer various webinars and regular e-mail communications that help guide & inform clients about various external economic matters and recent changes that may affect them.
Can highly recommend Pengiun!

Luke H.

Dino was a pleasure to deal with and super helpful. I would recommend him and Penguin Wealth Planners to anyone.

Debbie M.

This review is primarily based on the service received by Nathan Cardy.
On hearing the news that I would be being made redundant, my head was spinning as to the best way forward with my pension planning.
Nathan came to the site of my work and took a few details from me. Immediately I felt I was in good hands. As I don't live local to Penguin Wealth, I have had a couple of Zoom meetings with Nathan, who advised me to combine my pensions which Penguin have taken care of for me. I have found Nathan to be extremely personable, friendly and professional, as are all the staff I have had connection with at Penguin Wealth. I highly recommend Nathan should you require any professional advice with your financial planning. Thanks to Nathan and the team at Penguin Wealth for reducing my stress levels!

Andrew D.

I have been advised by Tom Davies at Penguin for the past few years and I have always been greatly impressed by his knowledgeable and the wise advice which he has given me. He always makes himself available and takes his time to ensure that any advice he gives is the best for my circumstances. I can’t recommend him highly enough. Thank you.

Glyn S.

Craig was professional as well as personable. He put us at our ease and clearly outlined the pros and cons of investment and illustrated it so well for Yvonne and I to understand. the localised nature of the company added to our decision to invest and also the knowledge that we would have regular professionally produced information to keep us informed. All the staff we have dealt with at Penguin have been professional and personable .Thank you.

Andy B.

My Wife and I have been advised by Oliver Pughe (Olly) at Penguin for a number of years now and have always been greatly impressed by his 'no nonsense' and pragmatic advice which has guided us through into Retirement in a remarkably easy fashion. The time spent advising us has always been with patience and intell;igent understanding of our needs. We continue to reap the rewards of the clever investment and retirement planning strategy he developed for us. We also appreciate the regular communication and updates from Penguin, and the other lovely staff who are so great to deal with. Thoroughly recommended.