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@penguinwealth.com
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Oliver Pughe is listed as Independent Financial Adviser helping Legal Professionals & Business Owners make smarter financial decisions at Penguin Wealth, a company with 47 employees, based in Greater Cardiff Area, United Kingdom, United Kingdom. AeroLeads shows a work email signal at penguinwealth.com and a matched LinkedIn profile for Oliver Pughe.
Oliver Pughe previously worked as Financial Planner / Partner at Penguin Wealth at Penguin Wealth and Associate Director at Holborn Financial Ltd. Oliver Pughe studied at Cardiff University / Prifysgol Caerdydd.
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ARE YOU:A BARRISTER or SOLICITOR looking for help or a second opinion on your financial decisions?A BUSINESS OWNER looking for help or a second opinion on your financial decisions?IF YES THEN WE ARE THE FIRM FOR YOU as I specialise in helping BUSINESS OWNERS, the LEGAL SECTOR and PROFESSIONALS in all areas of personal financial planning. A bit about me...I grew up in Shropshire and went to School at Packwood Haugh, Ellesmere College and then onto Cardiff University.I was introduced to Golf at the age of 8 and went on to play competitive golf for Wales and Great Britain at junior level and for the British Universities team (Palmer Cup) and the Men’s Welsh Amateur Team.Being a financial planner is a privilege as it requires a level of trust with your client above any other business relationship (in my view). Helping individuals to have clarity about what they want to achieve at various stages of their life and then putting together a plan to facilitate this is rewarding. At Penguin we pride ourselves on helping people throughout their lives from setting up a business to planning the best way for their children and grandchildren to receive their hard earned money. I started my career working for larger national advisory firms before becoming an associate director at Holborn Financial in 2007. It was there that I started working with business owners and professionals – particularly in the legal sector.2008 saw the arrival of my daughter and my wife and I decided to move west to Cardiff in 2009. In 2011 I joined forces with Penguin and am proud of the business that my partners and I have built. I am now 38 with 2 ‘lively’ children and a faltering golf game…
Listed skills include Wealth, Financial Planning, Wealth Management, Investments, and 23 others.
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Cardiff, United Kingdom
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.
London, United Kingdom
Took on an associate directors role within Holborn Financial which provided financial advisory services to the Professional and Business community in South West London. It was at this point I started working with those in the legal community more frequently
United Kingdom
Other employees you can reach at penguinwealth.com. View company contacts for 47 employees →
Liza Clarke
Colleague at Penguin WealthGreater Cardiff Area, United Kingdom
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Sarah Harte
Colleague at Penguin WealthIreland, Ireland
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Sunil Pappy
Colleague at Penguin WealthUnited Arab Emirates, United Arab Emirates
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Craig Sampson
Colleague at Penguin WealthStaten Island, New York, United States, United States
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Lloyd Davies
Colleague at Penguin WealthUnited Kingdom, United Kingdom
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Joel Kotler
Colleague at Penguin WealthBrooklyn, New York, United States, United States
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Suneesh Augustine
Colleague at Penguin WealthKerala, India, India
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Saeed Faraji
Colleague at Penguin WealthUnited Kingdom, United Kingdom
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Tom Vennard
Colleague at Penguin WealthUnited Kingdom, United Kingdom
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Riaan Du Toit
Colleague at Penguin WealthCity Of Johannesburg, Gauteng, South Africa, South Africa
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Quick answers generated from the profile data available on this page.
Oliver Pughe works for Penguin Wealth.
Oliver Pughe is listed as Independent Financial Adviser helping Legal Professionals & Business Owners make smarter financial decisions at Penguin Wealth.
AeroLeads has found 1 work email signal at @penguinwealth.com for Oliver Pughe at Penguin Wealth.
Oliver Pughe is based in Greater Cardiff Area, United Kingdom, United Kingdom while working with Penguin Wealth.
Oliver Pughe has worked for Penguin Wealth, Holborn Financial Ltd, Millfield Partnership, and Inter-Alliance.
Oliver Pughe's colleagues at Penguin Wealth include Liza Clarke, Sarah Harte, Sunil Pappy, Craig Sampson, and Lloyd Davies.
You can use AeroLeads to view verified contact signals for Oliver Pughe at Penguin Wealth, including work email, phone, and LinkedIn data when available.
Oliver Pughe studied at Cardiff University / Prifysgol Caerdydd.
Oliver Pughe is listed with skills including Wealth, Financial Planning, Wealth Management, Investments, Finance, Portfolio Management, Retirement Planning, and Banking.
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