Genesis Wealth Management Limited

What we do

Our aim is to be your long term, trusted adviser assisting with all areas of family wealth management. We are pleased to now be providing holistic financial planning and investment advice to both second and third-generation family members of a large number of longstanding and valued clients with whom we have worked for many years.

Our service covers basic tax principles including Inheritance tax and Capital Gains tax planning and we we work with legal connections to provide advice on wills and settlements. 

It includes all areas of personal and executive pension planning and focuses on financial management and investment portfolio construction. It is independent and fee based, tailored to individual client circumstances, geographic location and financial constraints.