Meet the team
We know that the strength in our business comes from our people. At Nugenis, we have three teams working together to deliver an excellent standard of service to our clients.
- All
- Leadership Team
- Financial Planners
- Paraplanning
- Client Relations
Financial Planners
Our Planners are the people you are most likely to meet. They are the visible ‘face’ of the firm, and lead the relationship between our clients and the firm. All of our Financial Planners are well qualified, and maintain their technical and planning knowledge through various internal and external sources. Our regulator requires anyone authorised to advise clients to undertake 35 hours of technical training per annum, but our team goes further than this.
Paraplanning
Our Paraplanning (PP) team help our Financial Planners analyse our clients’ financial position, research potential solutions, and then prepare the recommendations that help explain what we recommend. This technically demanding role also requires our team to have a practical approach in analysing situations before the finding solutions that suit the individual.
Client Relations
Our Client Relations team are the ones you are most likely to speak to if you call us. The team deal with all of our administration, both before and after you meet your Financial Planner. From preparing valuations and other documentation before meetings, to dealing with applications and all of the product providers, the team is the engine room of the firm.
Gareth Tregidon
CEO
Adam Fox
Operations Director
Maria Hopkins
Client Relationship Manager
Leanne Watkins
Paraplanning Manager
Anabelle Harrington
Executive Assistant
Deborah Watkins
Paraplanner
Lee Browning
Paraplanner
Laura Arandjelovic
Paraplanner
Albert Maunga
Paraplanner
Peter Everitt
Financial Planner
Stuart Lane
Financial Planner
Charlene Coulbeck
Financial Planner
Daniel Lowdon
Financial Planner
Jackie Mico
Client Relationship Coordinator
Sarah Harvey
Client Relationship Coordinator
Michele Davies
Client Relationship Coordinator
Lyndon Griffiths
Client Relationship Coordinator