Penguin Wealth Planners Ltd. Brigantine Place, Cardiff CF10 4LN
About the Business
Welcome to Penguin Wealth Planners Ltd.! We are a leading financial institution that is dedicated to providing top-notch wealth planning and investment services to our esteemed clientele. Our institution is located in the bustling city of Cardiff, United Kingdom, at the prominent Penguin House, Raleigh Walk, Brigantine Pl, CF10 4LN.
At Penguin Wealth Planners Ltd., our philosophy is centered on personalized and results-driven financial planning services. Our team of highly skilled and experienced financial planners is committed to providing customized financial advice and investment plans that cater to the unique needs and objectives of our clients. Whether you're an individual seeking to build your personal wealth or a business owner looking to expand your investment portfolio, our experts are ready to offer tailored solutions to help you achieve your goals.
Our range of financial planning services is comprehensive and designed to cater to a diverse clientele. We offer services such as retirement planning, investment planning, risk management, estate planning, tax planning, and more. Our philosophy is centered on transparency, so we make sure that our clients have a clear understanding of the process involved in creating and executing their financial plans. We keep our clients up-to-date with regular reports and progress updates to enable them to make informed decisions about their investments.
At Penguin Wealth Planners Ltd., we take pride in being a leading point of interest in the financial industry. Our reputation for excellence is built on the quality of our services, and our commitment to ethical and professional practices. We are registered and regulated by the Financial Conduct Authority (FCA) and adhere to all relevant regulatory requirements.
Visit us today at Penguin House, Raleigh Walk, Brigantine Pl, Cardiff CF10 4LN, and let us help you achieve your financial goals!
Photos
Location & Phone number
Penguin House, Raleigh walk, Brigantine Pl, Cardiff CF10 4LN, United Kingdom
Hours open
Monday:
08:30 - 17:00
Tuesday:
08:30 - 17:00
Wednesday:
08:30 - 17:00
Thursday:
08:30 - 17:00
Friday:
08:30 - 14:00
Saturday:
Closed
Sunday:
Closed
Reviews
"Fantastic company which opened my eyes and made me realise that I could have my early retirement. Not pushy or in your face, always on the end of the phone in a hurry or available for face to face."
"Had an appointment with David from Penguin Wealth today in a very relaxed environment. Excellent service, would highly recommend 100% Thank you for your help with my pensions."
"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."
"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."
"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. I wouldn’t hesitate in recommending Penguin to anyone we just wish we had done it sooner."
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