Eugen Neagu

Eugen Neagu

N2 Asset Management Limited

Minimum savings/pensions: Over £250,000

0330 038 8942
Based in Poole
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Verified since: October, 2025
5 out of 5

13 reviews

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 19 July 2026

    Eugen and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 6

    Recent Client Reviews

    Verified reviews: 100%

    Eugen has received 6 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 03 June 2026

    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.

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About

I am a Chartered Financial Planner and a Certified Financial Planner professional having passed advanced exams in investment planning, pension planning, personal taxation and trust planning, and discretionary fund management. I believe financial planning and portfolio management are inseparable: portfolios need a plan and good planning needs real investment expertise. In my goal-based wealth management’ approach, portfolios are organised to deliver specified range of outcomes for each different goal or objective a client or family has, in the form and at the time that they identify. These specified target outcomes, time horizons, resource requirements and risk preferences all come from financial planning. Most clients have more than one goal and as a result more than one portfolio. Common target outcomes include funding retirement spending, paying school fees and planning inheritance. I am specialised in multi-currency financial planning and I enjoy working with global 'mobile' clients. Some of my clients are expats, some have an interest in Qualifying Recognized Overseas Pension Schemes (QROPS), or are non-domiciled and interested in issues as UK taxation, including inheritance tax (IHT) planning.