Important Notice: Essential System Upgrades – 23 August, 11:00 AM to 4:00 PM.
To support ongoing improvements, essential system upgrades will take place on the 23 August between 11:00 PM and 4:00 PM.
PSI exams scheduled during this maintenance window will not be visible in My CII until the work has been completed. Orders submitted during this period may also be subject to processing delays.
We apologise for any inconvenience caused and appreciate your patience while we carry out these important updates.
Craig Palfrey biography
Craig has been a Certified Financial Planner since 2007, and is also a Chartered Wealth Manager, accredited with Society of Later Life Advisers for Retirement advice. He is an Education Champion for the PFS, mentor, and regularly speaks at professional and public events on aspects of financial planning.
Craig has been Managing Director of Penguin Wealth Planners since 2010, where he leads the Financial Planning Team, and Compliance Oversight. Penguin is a 10-time winner of the Estate Planning Firm of the Year, awarded by Solidus Independent Estate Planning, and has been a finalist at the Great British Entrepreneurship Awards.
