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Penguin Wealth

Cardiff, United Kingdom (UK) · Finance and Banking

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Data quality

Complete · Accuracy

Last verified

Feb 2026

Overview

ONE LIFE, LIVE IT WELL! At Penguin we believe that life is for the living! You only get one chance to make your mark and to do all the things you are passionate about. Our task is to help you understand if you have everything organised and in place to do what you want, in the time that you have! Our principles are reflected by our processes, the support team and the accreditations that we have achieved – all of which ensure we are best placed to help you live the life you deserve. And to make sure your financial planning is powerfully linked to your lifestyle goals, both now and into the future. We are passionate in our aim to make a measurable difference to people's lives, this we feel is reflected in our accreditations and awards, Penguin is among the first finance firms in the UK to achieve the 'hat-trick'​ - We are accredited, Certified and Chartered. To book a discovery meeting at our expense call us on 02920 450143 or email info@penguinwealth.com. “The (Financial) Journey Never Ends…..One Life, Live it Well”

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Contact Details

info@penguinwealth.com

Cardiff, United Kingdom (UK)

Founded

2012

Employees

20-30

Keywords

#Business Planning

#Inheritance Tax

#Financial Advice

#Retirement Planning

#Financial Planning

#Wills & Trusts

#Income Protection

#Investment Planning

#Acquisitions & Management Buyouts

#Business Sales & Exit Planning

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