ONE LIFE, LIVE IT WELL! At Penguin we believe that life is for the living! You only get one chance to make your mark and to do all the things you are passionate about. Our task is to help you understand if you have everything organised and in place to do what you want, in the time that you have! Our principles are reflected by our processes, the support team and the accreditations that we have achieved – all of which ensure we are best placed to help you live the life you deserve. And to make sure your financial planning is powerfully linked to your lifestyle goals, both now and into the future. We are passionate in our aim to make a measurable difference to people's lives, this we feel is reflected in our accreditations and awards, Penguin is among the first finance firms in the UK to achieve the 'hat-trick' - We are accredited, Certified and Chartered. To book a discovery meeting at our expense call us on 02920 450143 or email info@penguinwealth.com. “The (Financial) Journey Never Ends…..One Life, Live it Well”
| Website | http://www.penguinwealth.com |
| Revenue | $5.2 million |
| Employees | 51 (26 on RocketReach) |
| Founded | 2012 |
| Phone | +1 224-338-5225 |
| Technologies |
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| Industry | Financial Services, Finance General, Finance |
| Web Rank | 6 Million |
| Keywords | Financial Consulting, Financial Planning, Wealth Building, Wealth Management, Financial Freedom, Financial Security, Retirement Planning, Retirement Solutions, Investment Management, Investment Strategies, Investment Advice, Portfolio Management, Estate Planning, Legacy Planning, Long-Term Investing, Asset Allocation, Tax Optimization, Risk Management, Insurance Services |
| Competitors | Fidelity Investments, Vanguard, Schwab Advisor Services, SoFi, Creative Planning, Robinhood, Wealthsimple, Betterment, Wealthfront, Personal Capital +35 more (view full list) |
| SIC | SIC Code 63 Companies, SIC Code 637 Companies |
| NAICS | NAICS Code 52 Companies, NAICS Code 525 Companies, NAICS Code 5251 Companies |
Looking for a particular Penguin Wealth employee's phone or email?
The Penguin Wealth annual revenue was $5.2 million in 2026.
Gavin Baos is the Owner and Financial Planner of Penguin Wealth.
26 people are employed at Penguin Wealth.
The NAICS codes for Penguin Wealth are [52, 525, 5251].
The SIC codes for Penguin Wealth are [63, 637].