Mission Statement

To provide consistent, effective and reliable advice. We wish to become your trusted advisor 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 advisor 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, help budgeting with your personal finances and share documents in a safe and secure manner. Check out the video on our welcome page.

 

Who we are

We are a team of well qualified professional Independent Financial Advisors, 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 for the 2016/17 season.


 

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


Social Media