Oliver Pughe

Oliver Pughe Email and Phone Number

Independent Financial Adviser helping Legal Professionals & Business Owners make smarter financial decisions @ Penguin Wealth
south glamorgan, vale of glamorgan, united kingdom
Oliver Pughe's Location
Greater Cardiff Area, United Kingdom
Oliver Pughe's Contact Details

Oliver Pughe work email

Oliver Pughe personal email

n/a
About Oliver Pughe

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…

Oliver Pughe's Current Company Details
Penguin Wealth

Penguin Wealth

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Independent Financial Adviser helping Legal Professionals & Business Owners make smarter financial decisions
south glamorgan, vale of glamorgan, united kingdom
Employees:
47
Oliver Pughe Work Experience Details
  • Penguin Wealth
    Financial Planner / Partner At Penguin Wealth
    Penguin Wealth Sep 2011 - Present
    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.
  • Holborn Financial Ltd
    Associate Director
    Holborn Financial Ltd Jan 2007 - Sep 2011
    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
  • Millfield Partnership
    Independent Financial Adviser
    Millfield Partnership 2004 - 2007
    United Kingdom
  • Inter-Alliance
    Independent Financial Adviser
    Inter-Alliance 2001 - 2004
    United Kingdom

Oliver Pughe Skills

Wealth Financial Planning Wealth Management Investments Finance Portfolio Management Retirement Planning Banking Investment Strategies Business Planning Pensions Estate Planning Retirement Inheritance Tax Planning Financial Advisory Strategic Financial Planning Marketing Strategy Financial Advice Independent Financial Advice Financial Advice For Legal Professionals Increasing Pensions Golf Series 7 Series 66 Mutual Funds Uniform Combined State Law Series 3

Oliver Pughe Education Details

Frequently Asked Questions about Oliver Pughe

What company does Oliver Pughe work for?

Oliver Pughe works for Penguin Wealth

What is Oliver Pughe's role at the current company?

Oliver Pughe's current role is Independent Financial Adviser helping Legal Professionals & Business Owners make smarter financial decisions.

What is Oliver Pughe's email address?

Oliver Pughe's email address is ol****@****lth.com

What schools did Oliver Pughe attend?

Oliver Pughe attended Cardiff University / Prifysgol Caerdydd, Ellesmere College, Packwood Haugh.

What are some of Oliver Pughe's interests?

Oliver Pughe has interest in Member Of Royal Porthcawl Golf Club, Golf.

What skills is Oliver Pughe known for?

Oliver Pughe has skills like Wealth, Financial Planning, Wealth Management, Investments, Finance, Portfolio Management, Retirement Planning, Banking, Investment Strategies, Business Planning, Pensions, Estate Planning.

Who are Oliver Pughe's colleagues?

Oliver Pughe's colleagues are Vat Dharma, David Richards, Jane Doe, Paolo Bonanomi, Gavin Baos, Daniel Herridge, Tom Gamble.

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