0330 038 8938
Based in West-Byfleet
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FCA Regulated
Eugen and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 19 February 2026
Eugen and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
Eugen has not received any client reviews in the past 12 months
Eugen has not received any reviews in the last 12 months
Eugen has not received any client reviews in the past 12 months
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: 19 January 2021
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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Eugen has not yet added their qualifications to their profile
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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.