Peter Everitt

Peter Everitt

5 Oak Tree Court, Mulberry Drive, Oak Tree Court, Mulberry Drive, Cardiff Gate Business Park, Pontprennau, Cardiff Gate Business Park, Cardiff, CF23 8RS
Peter Everitt of Nugenis Financial Planning Limited is based in Cardiff Gate Business Park.
Criteria
Min Pension Fund Level: £200,000
Min Wealth Fund Level: £200,000
Education / A summary of my qualifications to date:
Peter has been providing financial advice since 1997 and has achieved the status of Chartered Fellow (Financial Planning), a level 7 qualification, designated by the Chartered Institute of Securities and Investment.
Level 4 Qualification: Yes
Higher Level Qualifications: Yes
Fees

Initial fees range from 1% - 3% of assets invested.
Fees charged are dependant on work/advice provided.

Ongoing Fees as % of investment as annual charge: 1%

Nugenis Financial Planning Limited

Nugenis Financial Planning Limited

5 Oak Tree Court, Mulberry Drive, Oak Tree Court, Mulberry Drive, Cardiff Gate Business Park, Pontprennau, Cardiff Gate Business Park, Cardiff, CF23 8RS
FCA Number: 626359
Number of Employees:
No. of Financial Advisers: 7
Advisers with Advanced Qualification: 4

Looking at the bigger picture and thinking ahead
It is about more than just advising you on specific investment funds or particular financial products. Instead, our approach is to look at the bigger picture and encourage you to think about your overall objectives.

  • Getting to know you and discovering what drives you.
  • Finding out about your needs and your appetite for risk.
  • Exploring what you want your funds to do for you.

Once we have identified your goals, we will structure a tailored financial plan for you, using our financial planning framework so that you have confidence that you are saving and holding the right amount when you need to but also spending it and enjoying it when you can.

Criteria
Min Pension Fund Level: £100,000
Min Wealth Fund Level: £100,000
Social Media

Nugenis Financial Planning Limited is based in Cardiff Gate Business Park, has 7 financial advisers in Financial Services. Nugenis Financial Planning Limited is registered with the FCA (registration number: 626359). You can check the firm registration with the FCA here.

They are able to help you with a variety of financial advice requirements including:

Nugenis Financial Planning Limited can advise you on:
Pensions & Retirements
Financial Planning
Investments
Wealth Management
Life Insurance
Insurance
Commercial Insurance

Adviser Profile Section
Where to find Nugenis Financial Planning Limited:


To top