Penguin Wealth

Penguin Wealth Penguin is an Independent Financial Adviser firm in Cardiff, formed in 2010. We help you to make the How could we not find satisfaction in that?

Penguin is an Independent Financial Adviser firm in Cardiff, formed in 2010 by a group of Financial Planners with a shared vision and passion to help make a measurable difference to lives.

“Helping People Live their Best Life, by Making Smarter Financial Decisions”

The Penguin adviser team believe they have the best jobs in the world! They get to help you plan for a more comfortable and enjoyable future.

🎉 Happy Penguin Birthday to James! 🎉Today we're celebrating James' 1st Penguin Birthday.Over the past year, James has be...
20/06/2026

🎉 Happy Penguin Birthday to James! 🎉

Today we're celebrating James' 1st Penguin Birthday.

Over the past year, James has become a valued member of the team, bringing commitment, professionalism and a positive attitude to his role. We're grateful for everything he has contributed and the impact he has already made during his first year with us.

Thank you, James, for a fantastic first year. We look forward to seeing all that you'll achieve in the years ahead.

Happy Penguin Birthday! 🐧🎂

We always knew Craig was a natural in front of an audience... but we didn't expect to see him on S4C's Heno! 🎯📺While att...
11/06/2026

We always knew Craig was a natural in front of an audience... but we didn't expect to see him on S4C's Heno! 🎯📺

While attending the darts and supporting the Welsh players, Craig was selected from the crowd to make a surprise appearance on the programme.

It's not every day you end up on national television, and we're sure he represented Wales - and Penguin - with style!

Congratulations, Craig. We look forward to seeing whether this is the start of a new media career... or whether Financial Planning remains your day job! 😄

Another article featuring our very own Craig Palfrey. 👏Craig is featured in the IFA Magazine discussing an important top...
10/06/2026

Another article featuring our very own Craig Palfrey. 👏

Craig is featured in the IFA Magazine discussing an important topic for both Advisers and clients: How Advisers are Handling Retirement Income Planning.

As Retirement Planning continues to evolve, it's vital that clients receive thoughtful, personalised Advice to help them navigate changing markets, legislation, and Income needs. Craig's contribution highlights the expertise, experience, and client-first approach that underpin everything we do at Penguin.

It's always fantastic to see members of our team sharing their knowledge and helping shape conversations across the Financial Planning profession.

Congratulations, Craig – it’s great seeing your insights recognised in one of the industry's leading publications. 🚀

Read the article here: https://www.flipsnack.com/IFAMagazine/ifam-149-june-2026

We're proud to see Craig featured by MDRT whilst speaking at the this week.Craig's session focused on practical ways t...
09/06/2026

We're proud to see Craig featured by MDRT whilst speaking at the this week.

Craig's session focused on practical ways to elevate client service, strengthen relationships and create better experiences for the people we serve, sharing ideas with Financial Advisers from across the world.

From Cardiff to California, it's fantastic to see Craig on the international stage.

Well done, Craig. 🐧

🎉 Happy Penguin Birthday to Laura! 🎉Today, we're celebrating Laura's 1st Penguin Birthday.Over the past year, Laura has ...
09/06/2026

🎉 Happy Penguin Birthday to Laura! 🎉

Today, we're celebrating Laura's 1st Penguin Birthday.

Over the past year, Laura has become a valued member of the team, bringing enthusiasm, dedication and a positive attitude to everything she does. We're grateful for her contribution and the impact she has already made in such a short time.

Thank you, Laura, for a fantastic first year. We look forward to celebrating many more milestones with you in the future.

Happy Penguin Birthday! 🐧🎂

Congratulations to Tom G on successfully passing another exam and achieving both his Mortgage Advice Qualification and E...
08/06/2026

Congratulations to Tom G on successfully passing another exam and achieving both his Mortgage Advice Qualification and Equity Release Qualification! 🎉

Professional development is a key part of delivering exceptional Advice, and we're proud to support our team as they continue to expand their knowledge and expertise.

Tom's latest achievement is another significant step forward in his journey and reflects the dedication, commitment and continuous learning that we value at Penguin. These qualifications will further enhance his ability to support clients with both their Mortgage needs and later-life lending options.

Well done, Tom – a fantastic achievement and thoroughly deserved. 👏

Another great feature in FT Adviser, this time including insights from our very own Dan Herridge. 👏It's always fantastic...
06/06/2026

Another great feature in FT Adviser, this time including insights from our very own Dan Herridge. 👏

It's always fantastic to see members of the Penguin team contributing to important conversations and helping shape the future of Financial Advice.

Dan's contribution highlights the expertise, professionalism and client-first thinking that sits at the heart of everything we do.

Well done, Dan – we're proud to see your knowledge and perspective recognised in one of the profession's leading publications. 🚀

Read the article here: https://www.ftadviser.com/content/51c5d0d5-a3b9-4a6f-ac00-b41776da200e?page=3

🎉 Happy Penguin Birthday to Matt! 🎉Today we're celebrating a fantastic milestone as Matt marks 9 years with Penguin.Over...
05/06/2026

🎉 Happy Penguin Birthday to Matt! 🎉

Today we're celebrating a fantastic milestone as Matt marks 9 years with Penguin.

Over the past nine years, Matt has played an important role in the continued growth and success of the business, supporting clients and colleagues alike with dedication, professionalism and a genuine commitment to delivering great outcomes.

Long service milestones like this are about more than just time; they're about the relationships built, the impact made and the contribution to the culture and values that make Penguin what it is today.

Thank you, Matt, for everything you have contributed over the past nine years. We look forward to celebrating many more milestones with you in the future.

Happy Penguin Birthday! 🐧🎂

A fantastic day at the CISI Summer CPD Event yesterday.We're especially proud to see James taking to the stage and shari...
05/06/2026

A fantastic day at the CISI Summer CPD Event yesterday.

We're especially proud to see James taking to the stage and sharing his expertise with fellow professionals as part of the event programme.

Events like these provide a valuable opportunity to learn, exchange ideas and stay at the forefront of developments across the Financial Planning profession. They also remind us of the importance of continuous professional development and collaboration within our industry.

The day concluded with networking and conversations high above the city at Legal & General's rooftop venue – the perfect setting to connect with peers and continue the discussions from the day.

A huge thank you to the CISI for organising another excellent event, and congratulations to James on a fantastic presentation.

Rhianydd, James & Dan recently attended Adviser 3.0 2026 - a fantastic day packed with insight, innovation and connectio...
27/05/2026

Rhianydd, James & Dan recently attended Adviser 3.0 2026 - a fantastic day packed with insight, innovation and connection within the Financial Planning profession.

With six stages, 10 talks, breakout sessions and over 35 industry speakers, the event brought together some of the brightest minds in Advice and business growth. Highlights included hearing from world-class speakers Morgan Housel, Stephanie Bogan and Greg McKeown, sharing valuable perspectives on behaviour, leadership, focus and building meaningful businesses.

Beyond the sessions, the conference created a brilliant atmosphere for networking, collaboration and fresh thinking - all rounded off with a Miami-themed evening celebration complete with live music, great food and plenty of energy.

A huge thank you to the Adviser 3.0 team for delivering such an inspiring event. We’ve come away with plenty of ideas, motivation and valuable conversations to bring back to the team and our clients.

Address

2 Raleigh Walk, Brigantine Place
Cardiff
CF104LN

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 2pm

Telephone

+442920450143

Website

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