0330 038 8942
Based in Malvern
View locationChecks 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 January 2026
Eugenie and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
3
Recent Client Reviews
Eugenie has received 3 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Eugenie has received 3 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 2025
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
23
Positive First Impressions
96% of VouchedFor users have had a positive (4 or 5 star) first experience with Eugenie (based on 23 first impressions)
96% of users who are not yet clients had a positive first experience with Eugenie
96% of VouchedFor users have had a positive (4 or 5 star) first experience with Eugenie (based on 23 first impressions)
27+ yrs experience in the Independent Advice profession. 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.