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Roy Perry


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Roy Perry


Roy Perry

Director

“When it comes to you entrusting your money with Genesis, it is vitally important to me that you receive honest, consistent advice. I pride myself on the fact that we build lifelong relationships with our clients through our team of experienced and trusted advisers.”

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Sarah Perry


Sarah Perry


Sarah Perry

DipFA AwPETR MIFS

I always look at your financial situation as I would do my own. In many cases, it has taken several years to build up what capital and assets that you have and it is important to me that you receive the best possible advice with regard to what it is that you are looking to achieve.”

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Mike Gilmer


Mike Gilmer


Mike Gilmer

PFA AwPETR MLIBF

“I will always act in your best interest. Listening to you, in order that I understand your current personal and financial situation, before I make any recommendations. I will explain why any recommendations I do make, will help you to achieve your goals and I will continue to work with you as I look to build a lifelong relationship as your trusted adviser.”

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Bill Beehan


Bill Beehan


Bill Beehan

DipFA MIFS

I strongly believe in treating others as I would wish to be treated myself, with integrity and respect. This and to fully understand your needs, objectives and time frames, enables me to help you plan for the future.”

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Jim


Jim


Jim Douglas

Dip PFS

I am committed to maintaining the highest standards of integrity and professionalism in my relationship with you. As a financial adviser, I endeavour to know and understand your financial situation and provide you with only the highest level of support to help you reach all of your financial goals. That means helping you to build, protect and distribute your wealth throughout your lifetime.”