Genesis Wealth Management Limited

Our approach

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.

Our advice is based on a complete review of your affairs, creating a tailormade solution considering every aspect of your financial situation. The separate services which combine to form our core offering are detailed under Our Services. These can of course be accessed as individual stand alone services, for example if you are facing a specific pension dilemma, but will always benefit from our wider experience and knowledge of tax, life assurance and investment selection and portfolio management.