Truly Independent Planning
About Us
Ingenium Financial has established a reputation amongst its growing client base for consistent results through a highly personalised and individual approach, tailored specifically to meet the increasingly complex wealth management requirements of our mainly expatriate investor base.
Since our establishment by our Senior Adviser, who is a Chartered member of The Chartered Institute of Securities and Investments, we have perfected our approach in providing a diversified and broad range of investment opportunities which are well researched and personally selected by our exceptionally talented investment professionals and partners.
In short, Ingenium Financial prides itself on being able to provide truly independent, EU regulated, fee based, transparent and high value advice.
Our Senior Financial Adviser is chartered by The Chartered Institute of Securities and Investments.
We operate under a MIFiD II License – Providing You With The Highest Level of Protection.
Investment Strategy
We provide on-going market commentary so you are kept abreast of all the contributing factors that may influence the markets.
We are constantly evaluating consensus and authority opinion that help formulate the make-up of portfolios.
We eliminate home and other behavioral biases to ensure consistently satisfactory results whilst navigating what could be a volatile investment environment, whilst always taking into consideration your measured attitude towards risk and reward.
We offer low cost passive ETF based strategies or high value, actively managed strategies. In addition to our model portfolios, we also have partnerships with some of the most well known professional portfolio management specialists.
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MIFiD II License & Advisory Board
As part of a wider group of award winning Advisory with over 700 million Euros under management or influence and holders of both a MiFID II and an Insurance solution license (IDD), you can be assured of the highest standards of governance, regulatory compliance & fee transparency.
We have authorisation to provide financial advice to EU residents, this includes pensions (SIPPs, QROPS & QNUPS), manage portfolios, and execute trades in the financial markets. A firm operating with an IDD license alone, cannot – be warned.
An advisory firm subject to MIFiD II Regulations must be supervised, must have qualified Advisers; have clear and transparent fees and provide protection in terms of investment indemnity insurance. It can provide truly holistic advice.