0330 038 8938
Based in Sawbridgeworth
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: October, 2020
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
Hugo and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 26 April 2025
Hugo and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
12
Recent Client Reviews
Hugo has received 12 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Hugo has received 12 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 21 November 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
5
Qualifications Uploaded
Hugo has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
5 qualification certificates available to view
Hugo has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Hugo has not yet added their fees to their profile
Fees not yet added
Hugo has not yet added their fees to their profile
27
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Hugo (based on 27 first impressions)
100% of users who are not yet clients had a positive first experience with Hugo
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Hugo (based on 27 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Hugo and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 26 April 2025
Hugo and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
12
Recent Client Reviews
Hugo has received 12 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Hugo has received 12 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 21 November 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
5
Qualifications Uploaded
Hugo has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
5 qualification certificates available to view
Hugo has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Hugo has not yet added their fees to their profile
Fees not yet added
Hugo has not yet added their fees to their profile
27
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Hugo (based on 27 first impressions)
100% of users who are not yet clients had a positive first experience with Hugo
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Hugo (based on 27 first impressions)
I am enthusiastic, confident and industrious individual with a broad range of knowledge, experience and expertise. I began my career in the financial services industry at Hargreaves Lansdown in 2005, after graduating from the University West of England with a degree in Politics. Over my career to date I have undertaken a variety of roles with leading financial institutions including Hargreaves Lansdown, Close Brothers, and Charles Stanley. I am now building a reputation as a holistic wealth manager who can be relied upon to deliver; I pride myself on building strong relationships, delivering excellent customer service and tailoring financial plans to suit client needs. As an adviser at Clarence Place Wealth Management (a Partner Practice of St. James's Place), my service is enhanced and complemented by the provision of advice covering the areas of Investment Planning, Inheritance Tax Planning and Retirement Planning. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved xx/xx/xxxx
£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 Hugo's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Clients' level of financial expertise
No reviews matching your filter selections.
VouchedFor Disclaimer
Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.