Reviews of Penguin Wealth Planners Ltd.. (Financial Consultant) in Cardiff (South Glamorgan).

Penguin Wealth Planners Ltd.

16 Reviews

16 Comments

Financial Consultant

Financial planner

Penguin House, Raleigh walk, Brigantine Pl, Cardiff CF10 4LN, United Kingdom

Description

Information of Penguin Wealth Planners Ltd., Financial Consultant in Cardiff (South Glamorgan)

On this page you’ll find the address, open hours, more popular times, the contact, photos and real reviews of this business.

This business has received very good reviews from their customers, so probably it’s a place you should try if you are looking for this kind of services.

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Open hours of Penguin Wealth Planners Ltd.

Popular times

Reviews of Penguin Wealth Planners Ltd.

M. B.

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.

D. B.

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.

M. M.

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.

A. T.

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

S. D.

I've worked with Olly for about 8 years now and I can honestly say he's the most straight forward, plain speaking IFA I've dealt with. There has never been a time when he's 'over egged' or over promised. Clear, simple, informative communications addressing our issues and wants delivered in a friendly and knowledgeable manner. Highly recommend both Olly and Penguin without a moment's hesitation.

R. H.

My wife and I have entrusted our personal investment strategies and estate planning to Penguin since the inception of the company in 2010. We cannot fault the service we have received with all aspects of our financial planning requirements. The responsiveness of all the staff is second to none and a personal service is guaranteed. I would strongly recommend anyone requiring financial advice/help to give them a call.

A. S.

Based on my experience so far, I cannot recommend Penguin enough. All of the contact I have had with Penguin has been supportive, respectful, clear and transparent, professional and considered. I have never felt pushed into anything, only listened to, advised and informed. I have always felt that I can raise any question and that time can be made for me and my concerns and queries if and when needed. I find the review meetings and regular e-updates really useful. I received what I wanted in terms of both advice on pension consolidation as well as overall financial planning and am very happy to continue the relationship with Penguin going forward. The fact that Penguin keeps winning awards and gaining recognition across the board only further reinforces my confidence in the Penguin team, the organisation and its work.

H. A.

If you need mortgage advice, then I could not recommend Tom Davies more highly. Nothing was too much trouble for Tom. He is friendly, yet highly professional and gave me the best advice. He worked tirelessly to find the right option for me. Thanks very much. When I need further mortgage advice in the future I will always be requesting to work with Tom.

J. T.

Following a re commendation form a friend, I arranged a meeting with Oliver (Ollie). He immediately made me feel relaxed and in safe hands. He and his colleagues have always been helpful, professional and keep me informed every step of the way. I can't recommend them highly enough!

T. M.

If you need any kind of financial advice - you should go to Penguin. Been a client of Craig for almost ten years and we’re in a far better (financial) place now than if we had not made the move. Highly recommended.

A. S.

Based on my experience so far, I cannot recommend Penguin enough. All of the contact I have had with Penguin has been supportive, respectful, clear and transparent, professional and considered. I have never felt pushed into anything, …

K. S.

I have been a client at Penguin for many years and Craig & his team have always inspired me with confidence in their abilities, knowledge and enthusiasm.

H. D.

L. S.

C. C.

M. S.

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