Genesis Wealth Management Limited


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 business has grown substantially from that initial Genesis, or “new beginning”, and is now managed by second generation entrepreneurship and a team of highly skilled individuals who have all attained Chartered Financial Planner status.

Our goal has always been to provide the very highest level of technical expertise within a truly personalised and commercial service tailored to individual client needs and requirements. We offer a modern and forward-looking service, utilising new technologies and systems but never losing sight of the fact that our chosen profession demands a very personal service, responsive to each and every client’s differing attitudes, financial goals and risk profile.

One of our most important qualities is our ability to listen to clients and help them build a financial plan that can develop and grow with their changing personal and financial ambitions.

Our aspiration is to become your long term financial adviser of choice, allowing you and your family the freedom to focus on other important matters, safe in the knowledge that Genesis Wealth Management Limited are close at hand. Why not take a closer look at our website and if you think our style and approach is what you are looking for please contact us, without commitment, and we will be delighted to discuss our service with you.

Genesis Wealth Management Limited is authorised and regulated by the Financial Conduct Authority for investment business activities and provides independent advice.