Nugenis Financial Planning
NF
Financial Advisors
Nugenis Financial Planning
5, Cardiff CF23 8RS
# Nugenis Financial Planning
Nugenis Financial Planning is an independent financial planning firm based in Cardiff, serving clients across South Wales and the South West of England. Operating as a trading name of IWP Financial Planning Limited (FCA-authorised and regulated), the firm was acquired by Titan Wealth in January 2026, enhancing its capacity to deliver comprehensive financial services.
The firm specialises in tailored financial planning for clients at all life stages—from young professionals and business owners to those planning retirement or already retired. Rather than adopting a one-size-fits-all approach, Nugenis works strategically with clients to understand their individual goals and aspirations, then constructs bespoke plans designed to help them realise those objectives whilst enjoying greater wealth.
What distinguishes Nugenis is its commitment to practical, forward-thinking financial planning grounded in genuine client relationships. The team focuses on determining appropriate asset allocation across global markets, considering clients' preferences for shares, bonds and alternative investments. Their six-stage process ensures structured, collaborative planning that prioritises client-centric values of care, integrity and collaboration.
The Titan Wealth acquisition strengthens Nugenis's position without compromising its local service ethos. Clients benefit from enhanced infrastructure and resources whilst maintaining direct access to experienced financial planners who understand their circumstances and priorities. This balance of local expertise and larger-group support enables Nugenis to deliver exceptional service with the backing of a more substantial organisation.
Nugenis Financial Planning is an independent financial planning firm based in Cardiff, serving clients across South Wales and the South West of England. Operating as a trading name of IWP Financial Planning Limited (FCA-authorised and regulated), the firm was acquired by Titan Wealth in January 2026, enhancing its capacity to deliver comprehensive financial services.
The firm specialises in tailored financial planning for clients at all life stages—from young professionals and business owners to those planning retirement or already retired. Rather than adopting a one-size-fits-all approach, Nugenis works strategically with clients to understand their individual goals and aspirations, then constructs bespoke plans designed to help them realise those objectives whilst enjoying greater wealth.
What distinguishes Nugenis is its commitment to practical, forward-thinking financial planning grounded in genuine client relationships. The team focuses on determining appropriate asset allocation across global markets, considering clients' preferences for shares, bonds and alternative investments. Their six-stage process ensures structured, collaborative planning that prioritises client-centric values of care, integrity and collaboration.
The Titan Wealth acquisition strengthens Nugenis's position without compromising its local service ethos. Clients benefit from enhanced infrastructure and resources whilst maintaining direct access to experienced financial planners who understand their circumstances and priorities. This balance of local expertise and larger-group support enables Nugenis to deliver exceptional service with the backing of a more substantial organisation.
Services offered
Financial planningPortfolio asset allocationInvestment strategyRetirement planningBusiness owner financial planningWealth managementInvestment adviceFinancial goal setting