Our business was formed in December 2002 when three like minded individuals, who had worked together for many years, believed that they could continue to provide a high quality of advice but in a much more cost effective and truly independent manner. As a result of our belief in a new beginning Genesis Wealth Management Limited was formed.
Genesis provides bespoke personal financial planning advice to High Net Worth Individuals, Entrepreneurs, Senior Executives, Trustees and Owner Managed Businesses. We believe that by investing in our clients at all stages of their business or wealth creation process we grow with you and build up a strong and lasting professional relationship.
The key personnel at Genesis have built up considerable experience over many years in the financial services industry so that an unrivalled expertise covering all kinds of financial situations is available to clients from all walks of life.
With offices in Glasgow and Manchester we act for a wide number and variety of clients and have assets under management of over £255 million.