Genesis Wealth Management Limited

Ongoing review

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. For many clients, an ongoing review and monitoring service is of paramount importance, and it is on such long term relationships that our business is based.