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Financial intermediation not elsewhere classified · Cardiff
Penguin Wealth Planners
Penguin Wealth Planners Limited
Private limited company registered in Cardiff, classed under “Financial intermediation not elsewhere classified”.
Headline figures
FY to Dec 2025 · Company only
Turnover
For subscribers
Profit after tax
—
Not filed: small-company exemption
Net assets
For subscribers
Cash
For subscribers
Employees
For subscribers
Retained reserves
For subscribers
What the numbers say
3 findings from the figures, in plain English
Written by rules from the figures on this page. Not a forecast or a credit opinion.
History
| £ | 2021 | 2022 | 2023* | 2024 | 2025 |
|---|---|---|---|---|---|
| Profit after tax | — | ||||
| Turnover | |||||
| Net assets | |||||
| Cash | |||||
| Employees | |||||
| Retained reserves |
Every figure for all 5 years
“—” means we did not find the figure in a source; it is never filled with an estimate. * Restated: the next year's accounts printed different figures for this year, and those later figures are shown.
Balance sheet and ratios
From the filed balance sheets · £
| Balance sheet | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| Fixed assets | ||||
| Current assets | ||||
| of which debtors | ||||
| of which cash | ||||
| Creditors due within a year | ||||
| Net current assets | ||||
| Net assets | ||||
| Ratios | ||||
| Current ratioCurrent assets for every £1 owed within a year | ||||
| Cash ratioCash for every £1 owed within a year | ||||
| Creditors to assetsEverything owed to creditors as a share of fixed plus current assets | ||||
7 balance-sheet lines and 3 ratios, every year
A ratio appears only for years where every line it needs was filed. Lines are as tagged in the accounts; nothing is added up or estimated.
Questions people ask
›What does Penguin Wealth Planners do?
Private limited company registered in Cardiff, classed under “Financial intermediation not elsewhere classified”.
›How much turnover does Penguin Wealth Planners make?
Answered in the full report
›Is Penguin Wealth Planners profitable?
Penguin Wealth Planners's profit isn't public: small companies may file without a profit and loss account.
›How many people work at Penguin Wealth Planners?
Answered in the full report
›Where is Penguin Wealth Planners based?
Its registered office is Penguin House, Brigantine Place, Cardiff, CF10 4LN, in Cardiff.
›When was Penguin Wealth Planners founded?
Penguin Wealth Planners Limited was incorporated on 6 March 2018.
›Is Penguin Wealth Planners still trading?
The register lists Penguin Wealth Planners Limited as active.