0330 038 8942
Based in Malvern
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: May, 2023
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
Eugenie and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 04 April 2025
Eugenie and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
2
Recent Client Reviews
Eugenie has received 2 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Eugenie has received 2 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 17 November 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
12
Qualifications Uploaded
Eugenie has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
12 qualification certificates available to view
Eugenie has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Eugenie has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Eugenie has provided information on their typical fees
Eugenie has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
21
Positive First Impressions
95% of VouchedFor users have had a positive (4 or 5 star) first experience with Eugenie (based on 21 first impressions)
95% of users who are not yet clients had a positive first experience with Eugenie
95% of VouchedFor users have had a positive (4 or 5 star) first experience with Eugenie (based on 21 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Eugenie and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 04 April 2025
Eugenie and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
2
Recent Client Reviews
Eugenie has received 2 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Eugenie has received 2 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 17 November 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
12
Qualifications Uploaded
Eugenie has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
12 qualification certificates available to view
Eugenie has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Eugenie has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Eugenie has provided information on their typical fees
Eugenie has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
21
Positive First Impressions
95% of VouchedFor users have had a positive (4 or 5 star) first experience with Eugenie (based on 21 first impressions)
95% of users who are not yet clients had a positive first experience with Eugenie
95% of VouchedFor users have had a positive (4 or 5 star) first experience with Eugenie (based on 21 first impressions)
26+ yrs experience. Chartered Financial Planner and Independent Financial Adviser. Member of the Chartered Institute of Securities and Investments. Fellow of the Personal Finance Society. Working with the people of Malvern and surrounding areas to help you make important decisions around your financial life. I provide truly independent financial advice, without steer or bias, to ensure that you receive the best solution for you. Fees are extremely competitive compared to my peers and reflect the fact I am a small business without external shareholders or investors. Ably assisted by my exceptionally capable and caring support staff. We welcome your enquiry. Come in for a chat and let me see if we can help you.
Offers available through VouchedFor
Contact Eugenie through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Eugenie's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
Savings
Clients' level of financial expertise
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
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