
Eugenie Petrova
PARAPLANNER/CLIENT REVIEW SUPPORT
JOINED BURLINGTON IN 2025
Before joining Burlington Associates, Eugenie worked at Copestone Wealth Management, where she provided technical support for holistic financial planning. Her role involved supporting advisers with detailed analysis, investment summaries, and suitability reports, as well as contributing to the efficient execution of new business processes. She is proficient in Intelligent Office, Xplan, Dynamic Planner, and ATEB, and uses these systems to deliver high-quality outcomes for clients.
Her earlier career includes advisory support roles at IN2Planning and ReachX, and debt advisory work at Southey Capital and Dinosaur Merchant Bank. Prior to relocating to the UK, Eugenie held senior positions in Bulgaria’s banking sector, specialising in risk management and distressed asset restructuring at Eurobank (Postbank), Raiffeisen Bank, and DSK OTP Group.
Eugenie holds an MSc in Accounting & Finance and a BSc in Accounting & Control from the University of National and World Economy and has completed executive training at Harvard Business School. She is known for her analytical approach, attention to detail, and commitment to supporting advisers in delivering tailored financial solutions.
Outside of work, Eugenie enjoys spending time with her family and her dog. She has a passion for travel, cooking, and reading, and finds inspiration in discovering new places, music, and films. She brings the same sense of curiosity and balance to her professional life.