Oliver Pughe | Financial Advice Expert Cardiff
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Oliver Pughe

Financial Advice Expert

Oliver Pughe, Financial Advice Expert
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Oliver is a Financial Advisor and owner of a firm of independent financial planners that provides clients with a wide choice of financial services such as retirement planning, income protection, savings and investments as well as business sales and exit planning.

Work Profile

Oliver is one of the Owners and Financial Advisers at Penguin, a firm of Independent Financial Planners based In Cardiff providing Financial Advice and Planning to a range of people from business owners looking to arrange shareholder protection, exit planning, or financial forecasting through to people wanting to leave a meaningful legacy for their family as they move into retirement.

Oliver offers advice on all the things you would expect from a financial adviser and makes sure businesses are using all the tax savings that the government and HMRC afford to them. Oliver helps business owners make sure that if something goes wrong there is money available to ensure they and their families don’t go without.

The rewarding part of the job for Oliver s helping clients get clarity around their goals and then helping them achieve them over time. Oliver also offers broader legal services, unusual for a Financial Planning firm, including Wills, Trust and Estate planning as well as mortgage advice. Oliver believes that Penguin’s strengths lie in their communication. They constantly update clients to explain what they are doing and why they are doing it. This in turn helps to further educate clients and build confidence both in Penguin and in their overall financial plan.

Penguin also pride themselves on communicating in simple, ‘non jargon’ terms to their clients which is critically important in the world of finance and investing. Oliver is proud of the positive feedback from clients who are delighted with the professional and friendly service received. 

Book Oliver for

Retirement Planning
Financial Planning
Income Protection
Exit Planning
Estate Planning

How it Works

  • No charge for booking
  • Free first consultation
  • All experts vetted
  • Experts fully insured
  • Instant confirmation
  • Feedback gathered
  • Dispute resolution service
  • Real time booking system