PENGUIN WEALTH LLP

4.6/5 (69)

Name	PENGUIN WEALTH LLP
Address	2 Raleigh Walk, Brigantine Place, Cardiff CF10 4LN
City	Cardiff
Category	Financial Services
Phone	02920450143
Email ID	[email protected]
Speciality	Personal, Financial, Taxation and Retirement Planning, Annuity, Savings and Investments, Income Protection, Pension Valuation, and Review Service, Family Protection Needs, Wealth Management, Mortgage, Releasing Equity Service, Long-Term Care, Investment Strategy, Wills, Trusts, Portfolio Design & Construction
About	Penguin Wealth LLP is an independent financial advising firm in Cardiff, UK, specialises in risk management and financial forecasting. Craig Palfrey is the managing director, certified financial planner, and chartered wealth manager of the Penguin Wealth LLP. Oliver Pughe, Gavin Baos, and Thomas Davies are financial planners at the firm. The team listens to you intently and so understands your personal values and goals. They analyse your current and future tax position, use a scientific risk profiling methodology, and arrange suitable plans to ensure security for your family. Their expert team guides you for every step and provides exceptional advice at all stages. The professional team helps you gain a much more fulfilling lifestyle and a clearer financial perspective. You can also book a 15 minute, no-obligation self-audit call with a member of their Advice Team.
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