Genesis Wealth Management Limited

Our Glasgow Team

John Morrison

Director

Chartered Financial Planner

John is a major shareholder and one of the original founding members of Genesis Wealth Management Limited. He continues to help guide the national business with the same youthful energy and enthusiasm that was on show in those early exciting days.

Prior to helping form Genesis John was the leader of the Private Client Pension Network of a major accountancy practise where he met and forged strong links with those other founding members. He has been involved with the Chartered Insurance Institute as a senior examiner and in his younger days, won examination prizes for completion of the Institute’s Associateship exams.

John is one of three Chartered Financial Planners in our Glasgow office and one of five such individuals in our national team. He is an expert in all areas of financial planning and has built a strong understanding with all his clients who are based throughout the UK.

His uncanny ability to relate to others is an undoubted strength and his committed beliefs and values have given our business a strong foundation and have been instrumental in guiding us to being the dependable adviser of choice for our valued clients over many years.

Melanie Elder

Financial Adviser

Chartered Financial Planner

Melanie joined the Glasgow team in 2013, having previously worked elsewhere within the financial services industry. She has since established herself as a key member of not only our Glasgow based team but our wider national organisation due to strong interpersonal skills and exemplary financial services knowledge.

When undertaking her Advanced Diploma in Financial Planning she was awarded the Turris Partnership Quaich 2017 by the Insurance and Actuarial Society of Glasgow for achieving the best result in this category and was subsequently awarded Chartered Financial Planner status by the Chartered Insurance Institute in recognition of her financial services experience.

Melanie has contributed significantly to the growth of our Glasgow office. She works with many of our wealthy clients on many challenging investment, pension and taxation matters. Her approachable personality and commitment to assisting others has been an important factor in the development and success of our entire team.

Daniel Longwe

Financial Adviser

Chartered Financial Planner

Daniel joined our Glasgow office in 2013. A graduate from Glasgow Caledonian University with a Degree in Finance, Investment and Risk, we are delighted Daniel decided to pursue his professional career with Genesis Wealth Management Limited.

He is now the holder of the Advanced Diploma in Financial Planning and he provides invaluable support to the wider national advisory team.

His undoubted thirst for knowledge combined with his boundless energy and enthusiasm have all contributed to Daniel’s popularity amongst his colleagues and his determination to go that extra mile has ensured his clients are similarly impressed.

Daniel now has a very young family which may test his powers of exuberance as time passes but his colleagues insist that he prepares, when time permits, to continue to act as our annual Christmas quiz master at an event that has now become the highlight of the group’s Christmas festivities.    

Julie Spratt

Paraplanner

Julie joined the Glasgow office in February 2019, with over 5 years administrative experience working within the wealth management sector. This experience has helped Julie gain valuable knowledge of pensions and investments.

Julie enjoys her career in Financial Services and will be studying towards attaining the Diploma in Financial Planning.

Hussan Mahmood

Graduate Trainee

Hussan joined the Glasgow office in July 2021. A graduate from Glasgow Caledonian University with a First Class Honours degree in Finance, Investment and Risk. We are pleased he decided to join Genesis to pursue his goal of a long-term career in wealth management.

Following graduation, he had gained close to two years administrative experience within the pensions industry and is now eager and determined to make a success of his chosen career path.

Lloyd Sleith

Graduate Trainee

Lloyd joined our Glasgow office in July 2021. He began his career within the financial planning sector in early 2020 after discovering an interest in Financial Services.

Lloyd continues to develop his knowledge and is working towards attaining his Diploma in Financial Planning.