John Morrison
Director
Chartered Financial Planner
John is 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 practice. 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 four 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 based throughout the UK.
His exceptional ability to connect with others is a clear strength. His unwavering beliefs and values, meanwhile, have provided our business with a solid foundation. These principles have been crucial in guiding us to become the trusted and dependable adviser of choice for our valued clients over the years.
Melanie Elder
Director
Chartered Financial Planner
Melanie is a Director at Genesis and joined our Glasgow team in 2013, bringing with her valuable experience from across the financial services industry. Since then, she has become a key member not only of our Glasgow team but also of our broader national organisation, thanks to her exceptional interpersonal skills and in-depth financial services knowledge.
While completing her Advanced Diploma in Financial Planning, Melanie was awarded the Turris Partnership Quaich in 2017 by the Insurance and Actuarial Society of Glasgow for achieving the best result in her category. She was also awarded Chartered Financial Planner status by the Chartered Insurance Institute, recognizing her extensive financial services experience.
Melanie has played a significant role in the growth of our Glasgow office. She works closely with many of our high-net-worth clients, providing expert advice on complex investment, pension, and taxation matters. Her approachable personality and dedication to helping others have been crucial to the development and success of our entire team.
Daniel Longwe
Director
Chartered Financial Planner
Daniel is a Director at Genesis Wealth Management Limited. He joined the Glasgow office in 2013 as a graduate trainee. Daniel holds the Advanced Diploma in Financial Planning and Chartered Financial Planner status and plays a crucial role in supporting the national advisory team.
Daniel’s thirst for knowledge, boundless energy, and enthusiasm have made him a popular and well-respected figure among his colleagues. His commitment to going above and beyond for his clients has earned their trust and admiration, ensuring they receive exceptional service and tailored advice. While the demands of his young family may now bring new challenges, his dedication to delivering outstanding client care remains steadfast.
Lloyd Sleith
Consultant
Lloyd joined our Glasgow office in July 2021, having worked in the industry since leaving higher education, and is now an integral part of our next generation of advice. Lloyd has successfully attained the Diploma in Regulated Financial Planning and is now working towards the Advanced Diploma and Chartered Financial Planner Status.
Lloyd has become a highly valued team member in his role as a paraplanner, thanks to his strong analytical skills, which have turned him into a true Excel powerhouse. His expertise enables him to create innovative spreadsheets that streamline the ongoing management of client portfolios. He also shares his knowledge with colleagues, providing guidance and always being ready to lend a helping hand.
Sam Leckie
Consultant
Sam joined the Glasgow team in August 2022 after graduating with a First-Class Honours Degree in Finance, Investment, and Risk from Glasgow Caledonian University.
Since joining, Sam has become a key member of the team, continually building his expertise in wealth management. He is currently focused on attaining his Diploma in Regulated Financial Planning, with the long-term goal of achieving Chartered Financial Planner status.
In addition to his work within the team, Sam is an active member of the firm’s national investment committee. He reviews specific sectors and ensures consistency and quality in our portfolio selections. He also serves as the quiz master for our annual Christmas event, which has become a highlight of the group’s festive celebrations.
Tracey Blackwood
Consultant
Tracey joined the Glasgow office in June 2023, bringing with her a wealth of experience from many years in the financial services industry. She began her career immediately after leaving school and has since developed an impressive background in business support and administrative roles within the wealth management sector. This extensive experience has equipped her with the expertise and skills to be a valuable asset to our support team.
Passionate about her career in financial services, Tracey also enjoys spending quality time with her two teenage sons, who keep her just as busy outside of work!
Kenny Ejinima
Consultant
Kenny joined the Glasgow office in September 2024, following the completion of his Bachelor of Arts in Finance, Investment, and Risk at Glasgow Caledonian University in July 2024.
During his time at university, Kenny was introduced to the world of wealth management and he is excited to apply his knowledge and skills as a graduate trainee. He is quickly establishing himself as a valued member of the team and is always ready to take on new challenges in his support role.