Nugenis Financial Planning Limited
About the Business
Nugenis Financial Planning Limited is a well-established finance establishment located in the heart of Pontprennau, Cardiff. Our institution prides itself on providing expert financial advice and planning services to our clients in the region and beyond. We are dedicated to helping individuals, families, and businesses achieve their financial goals, whether that be saving for retirement, investing in property, or protecting their assets.
At our institution, we understand that financial planning can often seem complex and intimidating, which is why we work closely with our clients to demystify the process and provide them with clear, understandable guidance. Our team of skilled financial advisors have years of experience in the industry and are highly qualified in a range of financial planning areas, from pension and retirement planning to investment advice and estate planning.
We know that every client has unique financial needs and goals, which is why we offer a tailored approach to each individual case. Our advisors take the time to understand our clients' circumstances, goals, and values before crafting personalized financial plans that are designed to help them achieve their desired outcomes.
Our institutions' commitment to client satisfaction is evidenced by our long-standing reputation and impressive track record of success. We take pride in maintaining strong relationships with our clients over the years, often spanning several generations of family members who trust us to oversee their financial affairs.
If you are looking for trustworthy and expert financial advice and planning services, Nugenis Financial Planning Limited is the institution for you. Visit us today at our location in 5, Oak Tree Court Mulberry Drive, Pontprennau, Cardiff CF23 8RS, United Kingdom, and let us help you achieve your financial goals.
Location & Phone number
5, Oak Tree Court Mulberry Drive, Pontprennau, Cardiff CF23 8RS, United Kingdom
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Seeing high ratings need some balance, so some relevant facts from my experience with firm. I was with Nugenis with my pension since 2017 up to Feb 2023, previously called Bartholomew Hawkins and Maven operating from same address, Tel no and a lot of same people involved. Over that timescale despite stock markets being a lot higher. I lost money in an active portfolio. Yet I paid the firm over £55000 in fees over the period for my investments, that without individual fund charges charged by the funds or pension platform charges. Also not including the commission they received selling me other investments. In that time four upheld complaints, one for pension miss selling, which had to be pursued via FSCS as Bartholomew Hawkins was put into administration. The other complaints mainly due to not carrying out the actions that were agreed in a timely manner. I should really have left earlier, but wary of changing Financial advisor or doing it myself given it being my only pension. But a SIPP is a self invested pension plan, given there are a number of online platforms available to do it and like many have invested in shares on similar platforms for years, it is not that big a change. I am pleased to have eventually left Nugenis to invest myself after latest issue with the firm and years of average or poor performance while paying significant fees for this performance."
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