Nugenis
Nugenis offers financial planning services to clients in South Wales and the South West of England. They assist clients in achieving their financial goals and aspirations, regardless of their life stage.
- Investment advice
- Wealth management
- Retirement planning
- Financial planning services
Locations
Digital Popularity
Social Media
LinkedIn129 Followers
Competitors
Solosy Wealth Management provides personalised wealth management advice tailored to meet the objectives of both private and corporate clients.
DS Howell Financial Services provides independent financial planning expertise to individuals, families, and businesses across the UK.
The Abram Partnership helps individuals achieve their financial goals through tailored financial planning and advice.
Attivo is a fast-growing Chartered, independent firm that specialises in all aspects of Lifestyle Financial Planning across England and Wales.
Company Details
Nugenis is operated by IWP Financial Planning Limited and is a Active company incorporated on 10 January 2001 with the registered office located in Coventry, Warwickshire. IWP Financial Planning Limited was registered 24 years ago.
Status
Active
Size
Unreported
Directors
9
Age
24 years old
Employees
115
Turnover
£13.28M
Total Assets
£38.97M
Cash in Bank
£1.21M
Total Liabilities
-£11.37M
Teams
10
6
3
1
2
Executive Assistant • Joined Nov 2020
Client Relationship Manager • Joined May 2016
Head Of Client Operations • Joined Aug 2012
Client Relationship Coordinator At Nugenis Financial Planning Limited • Joined Mar 2016
Chartered Fellow (Financial Planning) • Joined Jul 2020
Independent Financial Advisor • Joined Apr 2023
Financial Planner • Joined Aug 2020
Client Relationship Team Leader • Joined Apr 2016
Paraplanner • Joined Jun 2022
Financial Planner • Joined Apr 2023
Head Of Client Operations • Joined Aug 2012
Independent Financial Advisor • Joined Apr 2023
Financial Planner • Joined Aug 2020
Client Relationship Team Leader • Joined Apr 2016
Paraplanner • Joined Jun 2022
Financial Planner • Joined Apr 2023
Executive Assistant • Joined Nov 2020
Client Relationship Manager • Joined May 2016
Head Of Client Operations • Joined Aug 2012
Client Relationship Team Leader • Joined Apr 2016
Client Relationship Coordinator At Nugenis Financial Planning Limited • Joined Mar 2016
Chartered Fellow (Financial Planning) • Joined Jul 2020