Trusted Xperts are delighted to welcome onboard a new Independent Financial Adviser Partner Penguin Wealth Management Limited, representing Cardiff and South Glamorgan.
We met with Managing Director Craig Palfrey several months ago and explained the power of the Trusted Xperts Partnership opportunity, and he was keen to
sign up to become a Trusted Xperts Partner with the exclusivity for Cardiff.
We very much look forward to working with Craig and the team at Penguin Wealth Planners and wish them every success for the future.
View Penguin Wealth Planners profile page.
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Through one powerful and secure web portal, Trusted Xperts makes it easy for you to connect with selected Trusted Xperts Partner Financial
Advisers, Accountants and Law Firms in your local area.
Trusted Xperts Partners across the UK meet our high standards and have passed our diligence checks, and in our professional opinion, represent
some of the very best British firms, that can offer you high levels of customer service excellence and professional advice, matched by
great products and services, at prices that are fair and transparent. That's our promise.
Please complete the secure general enquiry form below to get in touch. If you prefer please use our SECURE Contact page where you can opt in to our marketing newsletter.
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If your enquiry is a general enquiry - you will be contacted by a member of the Trusted Xperts team. If you submit a Trusted Xperts Partner
profile contact form - you will be contacted by them.
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