Working For You

Beverley Pengilly

Senior Financial Consultant

Beverley is a Chartered Financial Planner with over 25 years of experience in financial services.

Having worked in advisory, regulatory and senior management positions throughout her career, she now uses these experiences and knowledge to support private clients with their goals.

Beverley specialises in providing pension, investment and tax planning advice.

In her spare time, Beverley enjoys coastal walking, keeping fit and spending time with her family.

Having Bev support us in every aspect of our finances 24/7 is brilliant year on year.

Terry & Olwyn Williams