Genesis Wealth Management Ltd

We are happy to meet with individuals and discuss their financial planning needs, without commitment. Following our engagement, an initial review and advisory process is then followed by an ongoing monitoring and assessment service to report on progress of the original advice and to provide support in line with changing needs.

As a result of our belief in a new beginning Genesis Wealth Management Limited was formed. Genesis provides bespoke personal financial planning advice to High Net Worth Individuals, Entrepreneurs, Senior Executives, Trustees and Owner Managed Businesses. We believe that by investing in our clients at all stages of their business or wealth creation process we grow with you and build up a strong and lasting professional relationship.

Genesis Wealth Management Limited was originally formed in 2002 by a select group of very experienced professional investment specialists who previously worked together for many years within the Private Client Division of an international accountancy practice that now ranks as the second-largest professional services network in the world.

Our ambition is to support you and your family over many years, becoming your reliable and trusted financial guide and adviser. As a result, we provide a formal review process occurring at least once a year (though more often, if required) at which point all financial provisions including pensions and investments would be valued and reviewed in conjunction with changing life assurance and tax planning needs. The assessment can also include an analysis of the overall risk profile being adopted, which can assist in future investment decisions.