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Eugénie provided us with a full and comprehensive Financial Planning service for a very reasonable fee. This provided us with the peace of mind that we have put our affairs in order and that our investments are being managed without us needing to worry about them. Eugénie also helped us get our Wills and Lasting Powers of Attorney updated with the help of a local solicitor.

We were with another financial adviser who we were not 100% happy with. Eugénie gives an honest overview of your finances, then guides you through a maze of options, which can be mind-blowing. We always feel we are in safe and capable hands at every stage of our life and can contact Eugénie at any time if we have a query or concern.

I had several small pensions that were not growing much. Because I'm approaching retirement, I wanted to consolidate them and transfer to something with better growth prospects. Eugénie suggested a new pension plan that matches my attitude to risk, dealt with all the pension transfer administration, and explained the options for accessing the money once I retire. My new pension investments are doing very well and I recovered the payment fee in just four months.