Craig Palfrey

WORK HISTORY

SKILLS

ABOUT CRAIG PALFREY

Thanks for stopping by – always good to know someone’s been doing a little professional stalking I’m the founder of Penguin Wealth, where we help people escape the Financial hamster wheel and actually enjoy their lives (outrageous concept, I know).We work with Business Owners, professionals and families who want clarity, control and confidence over their money – without the jargon or nonsense.EscapologistMy favourite part of the job? Helping people work out their “number” so they know exactly when they can step back, slow down or jack it all in completely.AuthorI\'ve written Books to help people build real Financial freedom: The Wealth Secret & The Business SecretSpeaker & Profession Bits• MDRT member• Spoken at 100+ events worldwide• Addressed Advisers on the main stage at the Annual MDRT Conference in 2025• Hosted the PFS Conference 2025• Board Member – Personal Finance Society• Adviser to Allwyn / The National LotteryBig believer in keeping family money in the family, raising standards in Advice and proving Finance doesn’t have to be dull as dishwater.If money should give you options, not anxiety – we’ll get on just fine.