N2 Asset Management Limited

Independent Financial Adviser  Dakota, Weybridge, Surrey, KT13 0YP
First meeting at adviser's own cost
We are an independent boutique firm providing expert wealth planning and advice. We get inspired by our clients, their values, their vision, and their focus. Our purpose is to make a difference, one client at a time.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Large business
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Life insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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EEA
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Rest of world
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Employee benefits
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Group Pension/Stakeholder
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Stockbroking services
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Sharia finance
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Long term care
Response rating
9.5/10
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FCA authorised
Last authorised 16th November 2020
Meet our advisers
Eugen Neagu
Director, Chartered Financial Planner
Alex Norwood
Director, Financial Planner

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.

This qualification accesses the advanced skills needed for advising on income planning to those in and approaching retirement

What our clients say
Eugen has been our financial planner for 10 years. In 2019, as my mother needed long-term care, he expertly advised us how to take advantage of the provisions in the 2014 Care Act and as a result the Local authority will pay for long term care. We were also able to structure a top-up payment from me and my brother, so my mother could get into a better care home.
A Smart, Wickham
About us

Based in Weybridge, in close proximity to London, and also for Heathrow and Gatwick, the main hubs that link London to the world.

Second office in London near Victoria Station.

Our services

Our wealth planning process is personal and interactive, with your engagement at each step.

We help our clients to embark on a journey from being the owner of many financial products, to being the owner of their financial future.

We spend time to gain an understanding of your values, dreams and goals, and help you identify your financial objectives.

We then prepare detailed wealth plans for you to achieve the above financial objectives. We will keep these under review through an annual progress meeting.

We have further specialisms like financial settlement and planning in case of a divorce, and long-term care planning.

Please also ask us about our minimum volatility portfolios based on quality investing, how these portfolio reduce risk and deliver better outcomes to investors. For this check our insights page on our website and 'why quality investing' article.

We also run bespoke ethical portfolios (based on clients requirements) and have a new offering to decarbonise client portfolios.

Where to find us
Head office address: Dakota, 11 De Havilland Drive, Weybridge, Surrey, KT13 0YP
Service coverage
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

N2 Asset Management Limited are authorised and regulated by the Financial Conduct Authority, reference number 837211

Response rating
9.5/10
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FCA authorised
Last authorised 16th November 2020

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