Take control of your financial future
I help people to live life on their terms through expert Financial Planning and Independent Financial Advice. I’m here to help you make those difficult decisions about your finances and your future.
When seeking financial advice, you need to find someone you can trust.
My clients work with me over the long term because they appreciate my wide-ranging experience, individual approach and the empathy I provide throughout the financial planning journey. I offer a range of services:
Retirement
Retirement advice no matter what stage of life you’re currently at.
Later Life Care
Care fees planning advice from a licensed and experienced expert.
Pensions
Advice on consolidating, transferring and withdrawing your pensions.
Investments
Wealth management and advice for individuals, trusts, and companies.
Estate Planning & IHT
Advice on estate planning and inheritance tax mitigation.
Find out more about how the process works:
Learn more
I’m an independent Financial Planner
But what does this mean? Being independent means I’m not tied to any particular financial institution or product, so I can provide objective advice and make recommendations that are truly in your best interests.
It means I can offer more personalised advice and planning services. It also means I can be a flexible about how I work, in the services I offer, and the way I charge.
Using expert financial planning skills, and almost 23 years’ experience in independent advice, I will create a fully comprehensive roadmap to help you achieve your financial goals.
About meIt means I can offer more personalised advice and planning services. It also means I can be a flexible about how I work, in the services I offer, and the way I charge.
Using expert financial planning skills, and almost 23 years’ experience in independent advice, I will create a fully comprehensive roadmap to help you achieve your financial goals.
My promises to you
Honest
I’ll always communicate clearly and honestly. This may involve some difficult conversations, but my advice is given with the utmost integrity.
Trustworthy
I earn your trust by sticking to these principles and delivering results.
Fair
I will always keep my fees as low as possible.
Efficienct
I use secure technology to provide a fast and reliable service.
Transparent
I’ll explain everything in clear and simple terms so you’re fully aware of all the options available to you.
Patient
I understand that dealing with finances can be difficult for some and that it can take time to make important decisions. I will always work at a pace you are comfortable with, without pressure.
Take a look at what my clients have to say
Within the first 10 minutes of meeting Eugénie we were convinced she was the adviser we had been looking for. From the start she has been looking to ensure it is our aims and objectives that are met and not putting forward an agenda of her own, or any form of 'hard sell'… Put simply, we trust her and her recommendations.
Client, Worcestershire
I was immediately struck by the close personal interest Eugénie takes in the needs of her clients, and by her obvious conscientiousness and integrity. For those of us with neither time nor competence to pay attention to the necessary details of money management, her advice and help are a godsend. She has always displayed a remarkable capacity for understanding my life on a personal level and tailoring her advice to it.
Client, London
To be honest I felt more than a little embarrassed at the state of both mine and my partner’s financial affairs. Eugénie laid all that to rest. She took from me about four boxes of files of legacy and current correspondence from the numerous pension providers, checked everything out and came up with a proposal to streamline and rationalise everything - brilliant. She also recommended an investment plan to make the most of our earnings. Now we have no worries whatsoever.
Client, Worcestershire
