Oliver Pughe
Financial Planner Partner at Penguin Wealth @Penguin Wealth
Cardiff, GB
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Sep 2011 — Present
Financial Planner Partner at Penguin Wealth @Penguin Wealth
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Cardiff, GB
I Joined Penguin as a partner in 2011 and continued my work with those in the legal profession. At Penguin I am focused much more on holistic financial planning, which means helping clients get clarity on what they want to achieve during their lifetime and only then formulating a ‘Wealth Management Plan’ to help them fulfil these goals.
SKILLS
Retirement PlanningPortfolio ManagementBankingMutual FundsSeries 3InvestmentsInvestment StrategiesFinancial Advice for Legal ProfessionalsEstate PlanningSeries 7Financial PlanningInheritance Tax PlanningWealthBusiness PlanningPensionsFinanceIndependent Financial AdviceWealth ManagementSeries 66Increasing PensionsFinancial AdviceMarketing StrategyGolfFinancial AdvisoryUniform Combined State LawRetirementStrategic Financial Planning
ABOUT OLIVER PUGHE
ARE YOU: A BARRISTER or SOLICITOR looking for help or a second opinion on your…
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