Penguin Wealth Planners Ltd. is an independent financial advisory firm based in Cardiff, specializing in risk management and financial forecasting. Craig Palfrey is a Managing Director, Certified Financial Planner and Chartered Wealth Manager at Penguin Wealth Planners Ltd. Oliver Pughe, Gavin Baos, Nathan Cardy and Thomas Davies are financial planners at the company. The Penguin Advisory Team believes they have the best job in the world! They will help you plan a more comfortable and enjoyable future. They analyze your current and future tax situation, apply scientific risk profiling methods and develop appropriate plans to protect your family. Their team of experts will be with you every step of the way, giving you exceptional advice every step of the way. They take pride in taking responsibility for meeting your financial planning needs. A team of professionals will help you achieve a much more satisfying lifestyle and a clearer financial perspective. They arrange a no-obligation 15-minute phone call with a member of the advice team.
UNIQUE FACTS:
• 80+ Collective Years of Financial Experience.
• Online Appointments Available.
• On-site Services.
• 4000 People and Families Helped so Far.
• 350 Wills and Lasting Powers of Attorney Put in Place.
Best Financial Services in Cardiff
Expert recommended Top 3 Financial Services in Cardiff, UK. All of our financial services actually face a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence.
We have a strict “No Pay to Play” policy.
PENGUIN WEALTH PLANNERS LTD. REVIEWS
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.
Our client, Sylvia, has shared her good news story with us. By trusting in Penguin to help her plan for her retirement, Sylvia has been able to pour her time and efforts in to volunteering for Wenvoe Community Library. We are so delighted that by supporting Sylvia with her own Financial Planning, she has been able to focus her time on helping the Community Library achieve their goals.
The team at Penguin have been amazing for ensuring that our family finances are in order. Oliver has been great with his time and ensuring that our pensions and life cover are exactly where they need to be to suit our circumstances - would highly recommend.
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Premier Financial Solutions is one of the financial companies in the UK. They have over 15 years of experience providing professional advice to clients across the UK. They encourage, train and coach their team members to ensure they reach their full potential and achieve their career goals. Premier Financial Solutions works closely with you to help you build, protect and leverage your wealth. They offer professional advice on various financial products, including mortgages, pensions, investments and securities. They provide a holistic advisory approach that takes all of your financial questions into account. They take a holistic approach to financial planning so that all aspects of your finances work together to achieve the best possible outcomes for you and your family. The company provides financial advice in Cardiff and throughout the UK.
UNIQUE FACTS:
• Qualified Financial Advisers.
• Friendly and Straightforward Advice.
• They Have A Wealth of Experience Advising Their Clients Throughout The Uk.
Speciality:
Contact:
Working Hours:
Sat: 10am–4pm
Sun: Closed
TBR® Inspection Report:
PREMIER FINANCIAL SOLUTIONS REVIEWS
Andy and his team were fantastic start to finish. He walked through all our options and secured the best deal for us without pressure with being accommodating to us on the long journey to securing our new property. The very quick communication and responses making the process very smooth - will be recommending his services to friends and family in the future.
Absolutely top service from premier financial solutions, sorting out a mortgage on a new rental property. Everything was explained thoroughly and they found me a great deal. Andy was excellent in that nothing was too much trouble and the communication through entire process was excellent. Highly recommend.
Very helpful, make it easy and effortless finding what’s right for me. They’ve also been quick to respond to any queries and concerns I’ve had along the way. Would recommend!
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RWB Wealth Ltd is a financial planning firm based in Cardiff, UK, specializing in pensions, investments, business advice, insurance, mortgages and more. Their advisors have extensive knowledge and experience to support you on your financial journey. All are fully qualified and registered with the Financial Conduct Authority (FCA). They believe in excellence, efficiency and integrity and provide a comprehensive financial planning service to every client. They offer individual financial advice tailored to your needs. The team provides a full range of retirement planning solutions and will regularly review your plan to ensure it is on track. They provide flexible meeting arrangements, including face-to-face meetings in the office or at home or video chat meetings like Zoom, anywhere. The initial meeting is with no obligation and all discussions about costs and fees are entirely transparent and agreed upon before further work begins. The company ensures that every advice is individually tailored to their customers and that you receive the best financial advice. They also serve Newport and the surrounding area.
UNIQUE FACTS:
• First Class Service That Their Cardiff Advisers.
• Provide Bespoke Financial Advice.
• Offers A Full Financial Review For Every Client.
• An Initial No Obligation Consultation.
Speciality:
Contact:
Working Hours:
Sat & Sun: 9am - 1pm
TBR® Inspection Report:
RWB WEALTH LTD REVIEWS
I've had the best experience with RWB Wealth Ltd and I will definitely be using them again in the future. Chris has been really professional , has responded to my (many) questions promptly and has always left me feeling at ease. Usually the property process is stressful but Chris has made this process exciting and hassle free. Thank you Chris and the team at RWB Wealth Ltd !
I went to the guys at RWB to help me sort my pension as I was unsure about the best route as a self employed person. They made excellent recommendations and were super professional. They also helped me with an income protection which I was worried about as I contract. They kept me up to date every step of the way and I was free to visit the office whenever I needed.
Amazing fast and friendly service. A fantastic team and great communication, only a phone call away during my mortgage application. Excited to be moving forward with my financial planning. Thank you Chris, Tom Geoff and all of the RWB team.
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