Nugenis Financial Planning
Initial consultation free
Independent
It is more than just advising you on specific investment funds or particular financial products. Instead, our approach is to look at the bigger picture and encourage you to think about your overall objectives.
We can advise you on
Clients
helped
18helped
Minimum
pension value
£150k+pension value
Minimum
wealth
£150k+wealth
Minimum
mortgage value
£0+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Miss Charlene Coulbeck
Chartered Financial Planner
Mr Peter Everitt
Chartered Fellow (Financial Planning)
Mr Stuart Lane
Financial Planner
Mr Daniel Lowdon
Financial Planner
Legal information
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