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Based in Cardiff
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As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
Not fully verified by VouchedFor
As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
Gavin is part of the Financial Planning Team at Penguin Wealth LLP and has been a Financial Planner for over five years, since reaching Diploma status. Gavin started his career in financial services as a Financial Adviser within the Co-operative Group. He particularly enjoys the interaction of meeting new clients to help share his knowledge and give an understanding of the importance and benefits of good financial planning, as he believes that it will have a positive impact now and more importantly in the future. He believes that the purpose of good financial planning is to help to enhance and enrich a client’s lifestyle. Why choose Penguin? Because we believe that not everything about your life and your money is black and white. Financial Planning is about you - your life, your future, your family - the assets/money/investments you have accumulated are just the tools that can help you do the things you want! But do you know if they will last the rest of your life? How much will my children get? What happens if.........? We will help you understand, organise and have confidence in your financial future and ensure your money stays with your family when the time comes.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
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