Business Details
24 Years
experience
Your Trusted Financial Advisers in Manchester
Genesis Wealth Management was established in December 2002 by three professionals with extensive experience in financial services. We provide holistic financial planning and investment advice tailored to high net worth individuals, entrepreneurs, senior executives, and owner-managed businesses. Our approach focuses on building long-term relationships through bespoke solutions that align with clients' wealth creation and management goals. With offices in Manchester and Glasgow, we combine local expertise with a comprehensive understanding of complex financial situations. Our services integrate traditional tax-efficient investments with innovative opportunities, supported by ongoing reviews to ensure strategies remain aligned with evolving needs.We collaborate with specialist partners in tax, legal, and actuarial fields to deliver comprehensive solutions. Our team's deep industry knowledge and commitment to client-centric service form the foundation of our trusted advisory role. We specialise in pension planning, investment management, and financial strategy, adapting to regulatory changes to protect client interests. Our review process ensures continuous monitoring of portfolios and risk profiles, reflecting our dedication to long-term client success. This combination of expertise, adaptability, and personal service has enabled us to grow assets under management to over 255 million while maintaining our founding principles.
Services
Investment Advice
Pensions Advice
Financial Planning
Tax Advisers
Mortgage Services
Details
- Year established: 2002
Highlights and features
- We offer 20+ years of combined experience in financial services from our Manchester and Glasgow offices
- Our holistic approach integrates investment management with specialist tax and legal partnerships
- We provide ongoing portfolio reviews to adapt to changing financial regulations and client needs
- Our team holds extensive expertise in pension planning and risk profile analysis
- We manage over 255 million in assets with a client-centric service model
Services
Investment Advice
We provide tailored investment strategies combining traditional tax-efficient vehicles with innovative opportunities. Our pyramid approach builds secure foundations using ISAs and pensions, adding measured speculative investments as appropriate. Ongoing risk profiling ensures alignment with client objectives through regular reviews.
Pensions Advice
Our comprehensive pension service covers benefit consolidation, income drawdown strategies, and final salary scheme evaluations. We help clients navigate modern retirement options while maintaining regular investment validation and tax compliance. Specialist support includes trust creation and estate planning.
Financial Planning
We develop long-term financial strategies integrating tax planning, estate management, and business succession. Our holistic approach coordinates with specialist partners in legal, tax, and actuarial fields. Regular reviews ensure strategies adapt to changing personal circumstances and regulatory environments.
Tax Advisers
We connect clients with specialist tax advisers for complex compliance matters and innovative tax deferral strategies. Our network supports both personal and corporate tax needs, including HMRC investigation support and international tax planning solutions.
Mortgage Services
While not directly advising on mortgages, we partner with specialist providers for residential, buy-to-let, and commercial property financing. Our associates offer tailored solutions while we maintain focus on core wealth management services.
People
Not explicitly stated
The text mentions three founding individuals with extensive financial services experience but does not provide specific names or biographies.
Questions
What financial services do you specialise in?
We specialise in investment management, pension planning, tax-efficient savings, and holistic financial planning for high net worth individuals and businesses.
How do you approach investment risk management?
We use a pyramid structure with secure foundations and measured speculative exposure, regularly reviewing risk profiles to match evolving client circumstances and market conditions.
Do you provide pension consolidation services?
Yes, we help clients consolidate multiple pension arrangements into streamlined strategies while considering tax implications and retirement goals.
Can you assist with tax planning?
We collaborate with specialist tax advisers for complex compliance matters and innovative tax deferral strategies, including international tax planning.
How often do you review investment portfolios?
We provide annual formal reviews with additional check-ins available, ensuring ongoing alignment with financial objectives and market changes.
Do you offer mortgage advice?
We don't provide direct mortgage advice but can introduce clients to specialist providers for residential, buy-to-let, and commercial property financing.
