Interest rates are slowly heading in the right direction—down! Find out more about how these changes could impact you in our latest Wealth Management Update: #Finance #Financialadvice #uk #Wealth #Wealthmanager #FinancialServices #Cardiff

Last month we teamed up with Geldards in an educational exchange aimed at strengthening each other’s knowledge to better serve our clients. We’re ready to offer even more informed, supportive conversations in the future. #Finance #Financialadvice #uk #Wealth #Cardiff

Hetvi and Vivek had a great time celebrating the Navratri festival with their friends and family, and you can see how much fun they had just by looking at the smiles on their faces! #Finance #Financialadvice #uk #Wealthmanager #FinancialServices #WealthManagement #Cardiff

Interested in learning more about how Trustee accounts work and whether they’re right for you? Discover the details in our latest Wealth Management Update: #Finance #Financialadvice #uk #Wealth #Wealthmanager #WealthManagement #Cardiff

Wishing a very happy birthday to Gavin! We hope you have a great day and weekend! 🎉 #Finance #Financialadvice #uk #Wealth #Wealthmanager #FinancialServices #WealthManagement #Cardiff

To say thank you to our clients and show them appreciation for what we've achieved together, Santa will be back at the Penguin office on Wednesday 11th December from 4pm - 7pm. Please click the link to register your interest in advance: #uk #Cardiff

Guide of the Month | Penguin Bitesize Guide #10: Four Ways to Spot if You Have an Under-Performing Pension Plan Read it here: #Finance #Financialadvice #uk #Wealth #Wealthmanager #FinancialServices #WealthManagement #Cardiff

The golf never stops! Gavin and Mike recently spent their annual golf trip in Morocco. #Finance #Financialadvice #uk #Wealth #Wealthmanager #FinancialServices #WealthManagement #Cardiff

Divorce can be emotionally and Financially overwhelming, and it’s easy to overlook some of the bigger Financial considerations—like Pensions. Discover more in our latest Wealth Management Update: #Finance #Financialadvice #uk #Cardiff

Congratulations to Lloyd for being a part of the Penguin team for a full year! He has brought so much to the technical team here at the office since he started and we can't wait to see his growth going forward! #Finance #Financialadvice #uk #Wealth #Cardiff

Alecs visited the big ol' USA again, but this time on the other side to beautiful Vermont for a friend's wedding, and the views of the scenery were incredible to watch change in real time from summer to autumn. #Finance #Financialadvice #uk #Wealth #Wealthmanager #Cardiff

Our latest Wealth Management Update covers what makes a good executor, potential pitfalls, and why it might be wise to combine family Trust with professional support. Read it here: #Finance #Financialadvice #uk #Wealth #Wealthmanager #Cardiff

Wishing a very happy birthday to Rhianydd today, we hope you have a wonderful day! 🎉 #Finance #Financialadvice #uk #Wealth #Wealthmanager #FinancialServices #WealthManagement #Cardiff

Book of the Month | Invention by James Dyson If you are interested in how you can beat the world, then read this fabulous book. It will be a good use of your time. #Finance #Financialadvice #uk #Wealth #Wealthmanager #FinancialServices #WealthManagement #Cardiff

Craig attended a wedding with his wife and daughter at Llanerch Vineyard, and it was a beautiful overnight stay including a wine tour! #Finance #Financialadvice #uk #Wealth #Wealthmanager #FinancialServices #WealthManagement #Cardiff

The Penguin team bonded over yet another team activity - this time a quiz hosted by our very own Lisa! Ollie and Dan took the title in the end - well-deserved, but not without a fight from the other teams! Well done, team! #Finance #Financialadvice #uk #Wealth #Cardiff

Our latest Wealth Management Update unpacks the announcements from Rachel Reeves and her team, cutting through the political theatre to get to the facts. You can read it here: #Finance #Financialadvice #AutumnBudget #UK #Cardiff

Here is a review that comes to us from Ross, who left kind words about his experience working with Gavin and the Penguin team! #Finance #Financialadvice #Financetips #Wealth #Wealthmanager #FinancialServices #WealthManagement #Cardiff

Knowing where you spend your money and where you could be saving is the foundation to beginning your Financial Planning journey. That's where our Spending Planner comes in! You can find it here: #Finance #Financialadvice #Cardiff

Here's a video of one of our clients, Paul, who shares his experience of being part of the Penguin family and how things have changed for him since he took our Income Protection and a whole host of other services. Watch it here: #Finance #Cardiff