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Testimonials Home


Welcome to Genesis

We are here to help you every step of the way

 Click here to say hello

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Testimonials Home


Welcome to Genesis

We are here to help you every step of the way

 Click here to say hello

What our clients say

  • We have held our investments with Mike for several years and have been delighted with the professional, friendly and caring service we have received.
    — Mr & Mrs Hammonds, Wolverhampton
  • I have received professional and in-depth advice from Mike over many years. He has always listened to my concerns and taken my views into consideration when we have discussed my investment options. I have been extremely happy with my dealings with Mike.
    — Mr M Hinton, Halesowen
  • We have trusted Jim with our finances for a number of years, and have never received anything other than honest, trustworthy and friendly advice. We know from experience that we are in safe hands, and have no hesitation in recommending Jim to others.
    — Mr & Mrs Herd, Ayrshire
  • Sarah started providing financial advice years ago when I had my own electrician business. Now I am enjoying my retirement where I am benefiting financially from her expertise and guidance.
    — Mr E Bates, West Midlands
  • I have known Sarah for several years now and I have always been impressed by her kind, courteous and prompt manor and the advice she has provided to me regarding my financial affairs.
    — Mrs J Meadows, Coventry
  • Sarah has been my Financial Adviser for well over 10 years and has advised me on my pension, investments and protection needs both personally and for my business.
    — Mr W Roberts: Heating Engineer, North Wales
  • Having gone through changes in personal circumstances in recent years, it was good to know that I had the support and guidance of the advisors at Genesis.
    — Mrs J McKenzie, Crawley
  • For a number of years, we have been looked after by the team, we have seen our savings and pension plans grow steadily.  The team always make sure they are contactable and review our plans at regular intervals.
    — Mr & Mrs Hatton, Bournemouth
  • We have found the services from ‘our’ financial advisor Bill Beehan, to be excellent. Time is taken to explain any risks associated with the investment surveys we undertake with the ability to tailor to our specific needs. Any call to seek clarity to an enquiry is promptly answered.
    — Lisa & Martyn Bunn, Essex
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About Genesis Home


About Genesis Wealth Creation

About Genesis Home


About Genesis Wealth Creation

Mission Statement

To provide consistent, effective and reliable advice. We wish to become your trusted adviser with whom you can build a lifelong relationship.

Why We Are Different

We offer both independent financial advice and also an on-line, restricted, simplified advice process for savings and investments called Simply Invest, where you may feel that a meeting with a financial adviser is not required at this time.

We have a robust process in which we to get to know you as a client, deliver solutions to meet your objectives and then agree a servicing strategy to ensure they are kept on track to achieve your desired outcomes.

We provide a client Personal Finance Portal where you can access your financial details, provides help to budget your personal finances and you can Email & share documents in a safe and secure manner. Please watch  the video on our welcome page.

 

Who we are

We are a team of well qualified professional Independent Financial Advisers, who have worked together for many years with various companies, before forming what is today Genesis Wealth Creation Ltd.

We use advanced computer software to research, compare and select the most suitable arrangements currently available in the marketplace.

Although we specialise in Investment and Pension planning, in addition we offer various types of financial advice and services that you may require throughout your lifetime, whether you are just starting out in your career or indeed, already enjoying your retirement years.

We have a selection of private and corporate clients and in addition, we work closely with trusts and associations where we provide seminars, such as pre-retirement and newsletters for their staff and members.


We are proud sponsors of

WASPS rugby player – Thomas Young and  PGA golf professional - Mark McGeehan

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Mark McGeehan PGA Golf Professional

Mark McGeehan PGA Golf Professional

 

 

The cost of the Discovery and the Goal Setting and Data Gathering steps will be provided complimentary and without obligation.


Social Media

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Other Services


Other Services

Other Services


Other Services

Simply Invest

Personal Finance Portal


Featured Genesis News

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Case Studies


Case Studies

A brief story about just some of our clients who have benefited from Genesis Wealth Creation

Case Studies


Case Studies

A brief story about just some of our clients who have benefited from Genesis Wealth Creation

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Contact


Contact Us

Get in touch for a free consultation

Contact


Contact Us

Get in touch for a free consultation

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Contact


 

Call: 024 7651 1995

Registered in England and Wales no. 08383104
Registered address: 27 Home Close, Bubbenhall, Coventry, Warwickshire. CV8 3JD


Genesis Wealth Creation Ltd respects your privacy and we will not share your personal data with any third parties.