Contact the Team
For more information on the services we have to offer please contact us; we can be reached the following ways:
Email: craig@penguinwealth.com
45 The Parade
Cardiff
CF24 3AB
Surname: Rendell
Forename: Lisa
Job Title: Paraplanner
About:
Lisa is a Paraplanner. This is a highly technical position that requires passing a number of financial service examinations. She works on completing a lot of behind the scene tasks involved in preparing and administering Financial Plans and Reports for our clients.
Lisa's work involves reviewing existing arrangements, researching solutions or possible options and then preparing recommendations for clients. Once the client has chosen their preferred solution she works to put this in place and ensure all necessary paperwork is completed.
Lisa is very organised and enjoys making things easy to read and understand. She likes to help the client see what they currently have and show them what they might get.
When she's not working she enjoys spending time with her husband and son.
Email: lisa@penguinwealth.com
Surname: Palfrey
Forename: Craig
Job Title: Certified Financial Planner
About:
Craig is a Certified Financial Planner and the Presenter at our Financial Education Seminars. He manages our direct relationships with our valued clients and customers. He is keen to ensure that we work as a team and deliver the best service we can.
Craig has always lived in Cardiff and considers himself lucky to be blessed with 2 children and 3 step children. His family takes up a lot of his personal time. Though he still manages to socialise, play and manage a football team. He likes to watch Everton whenever he can.
Craig started in Financial Services in 2000. He considers himself extremely fortunate that he's found his vocation. Hard work and constant study has resulted in Craig reaching Financial Planner level. Only the top 1% reach this level of qualification. To stay at the top Craig continues to sit advanced exams.
Craig really enjoys presenting at seminars. He is passionate about sharing his knowledge with people who need it. He especially likes to receive questions from the audience.
On a personal note he loves playing and reading with his little ones and sharing as much time as he can with his family.
Email: craig@penguinwealth.com
Surname: Palfrey
Forename: Gayle
Job Title: Administrator
About:
Gayle works as an administrator. Part of her role involves ensuring all people who attend the financial education seminars receive the follow up information they request. She also arranges appointments to suit people's needs.
To speed things up and assist our clients she makes phone calls to financial product providers to ensure everything goes to plan.
Gayle enjoys her work in particular ensuring all information is entered correctly. She likes speaking with people and assisting them as much as she can when they call.
When she's not working Gayle enjoys spending time with her husband Craig and her five children. Having two toddlers keeps her very busy. She enjoys rugby and goes to the international matches when she can.
Email: gayle@penguinwealth.com
Surname: Kane
Forename: Sophie
Job Title: Personal Assistant
About:
Sophie works as a Personal Assistant. She has many different tasks to fulfill. She helps to ensure the financial education seminars are well run events and they provide people with all the information they need.
She assists in the preparation of portfolio evaluations for review meetings and liaises with the financial product companies to gather together requested data.
Sophie likes speaking with clients on a day to day basis and helping them as much as she can. She also enjoys finding out what people have been up to since she spoke with them last.
When she's not working Sophie enjoys shopping, spending time with her family & friends and going to the gym.
Email: sophie@penguinwealth.com
Tel: 02920 301014
