Welcome to a new era of smart finance powered by you.
We provide independent, forward-thinking and practical financial planning services to a wide range of clients across South Wales and the South West of England.
Our aim is to help you achieve your goals and aspirations, whatever stage of life you have reached. You may be a young professional, a business owner, someone planning for retirement or someone who has already retired.
As a team of experienced financial planners, it is our role to help you plan strategically and enjoy more of your wealth. We focus on putting a tailored plan in place so you can realise your goals.
Why choose Nugenis?
We will determine the asset allocation of your portfolio, considering which global markets you might be invested in and what proportions you hold in shares, bonds and other assets. We also listen to any specific investment choices that you wish to make.Explore