WELCOME TO GENESIS WEALTH CREATION

We pride ourselves on Building Lifelong Relationships with our clients through our integrity, professionalism and values.

Our Main Services

Featured below are the ones our clients ask for most frequently.

  • service

    Wealth Creation

    You have worked hard for their money. We ensure that your money works hard for you.

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  • service

    Retirement Planning

    Ensuring you can afford to retire when you want to retire.

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  • service

    Savings & Investments

    Utilising the best tax-efficient plans to help your money grow.

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Financial Advisers Located in Coventry, Warwickshire

Financial Advisers Located in Coventry, Warwickshire

Welcome to Genesis Wealth Creation Ltd

The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.

You are the focus of our business: You, your life, your family, your future.

Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.

So, it all starts with listening. We listen to your needs, your hopes, and your dreams, before we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.

This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.

Call us today on 024 7651 1995 or email us at hello@genesisltd.uk and we'll be pleased to help you.

The Financial Conduct Authority do not regulate inheritance tax planning.

OUR PLAN FOR YOU

OUR PLAN FOR YOU

Here's how we formulate the plan towards Your Goals

Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.

  • ABOUT YOU

    We meet together to discuss your personal circumstances and your current situation.

  • YOUR GOALS & AMBITIONS

    Next, we discuss your objectives and your aspirations, as well as any concerns that may arise.

  • ANALYSIS

    We will discuss with you our analysis of your current financial position and outline our initial thoughts for your financial plan.

  • HOW TO GET THERE

    So now we know where you are and where you want to be. In this phase we present your Personal Financial Plan.

  • IMPLEMENTATION

    It’s time to implement your plan. Every course of action we have recommended and agreed upon is now put into motion.

  • REVIEW THE PLAN & PROGRESS UPDATES

    If required, we will agree the most appropriate service proposition that will suit your needs to ensure your plan stays on track.

TESTIMONIALS

This is What Our Clients Say About Us

 

Mrs Wendy M

Sarah is a combination between a consummate professional and patient counsellor. She takes time to understand my foibles and her advice is always pragmatic and reassuring. It always feels she is treating my money as she would her won, which to me sets her apart from other advisers.

Miss Karen A

Sarah at Genesis Wealth Creation provides a very professional and personal service and makes understanding your finances simple and clear.

Mr Phil A

Having tried with a couple of other companies to wade through the process of organising and accessing my private pension funds where I found myself doing most of the work, I had the good fortune of meeting Roy and Sarah at Genesis Wealth Management. 

I can only say that a reasonably complex and drawn-out process was not only quickly sorted for me by Sarah but actually became an enjoyable and interesting subject with opportunities to re-invest and have some stability for my future.

Truly INDEPENDENT advice with many options and all explained in a way that I could properly understand.

Would I recommend Genesis to anyone else? I already have!

Thank you, Sarah!

Mr David & Mrs Debra B

We contacted Genesis Wealth Creation recently with a view to reviewing our existing pension arrangements and to agree a strategy for the future.

From our first meeting we felt that we were in good hands with Genesis and our agreed course of action was followed in an efficient and flawless manner.

Sarah kept in touch with us throughout the period of renegotiation and communication was excellent all the way through to completion.

Thank you, Genesis. We appreciate your help and advice and look forward to a long and mutually beneficial partnership.
 

Mr David & Mrs Sue L

Great service from Sarah at Genesis Wealth Creation over last four years.

Excellent advice on pension options to meet our needs as we retired and ongoing support post retirement when we need it has ensured our retirement finances are both efficient and sustainable for the future.

Company membership & partners

We are proud to be the main sponsor of Nuneaton Colts Rugby Club

CAN WE HELP YOU WITH SOMETHING?

Request a Call Back

Request a Call Back

CAN WE HELP YOU WITH SOMETHING?

Request a Call Back

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WHERE WE ARE

024 7651 1995
27 Home Close, Bubbenhall
Coventry, CV8 3JD


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