Mike Gilmer AwPETR MLIBF Financial Adviser

I left University with a BA (Hons) Degree in Business Economics. Over several years, I have experienced financial adviser roles with companies starting with Britannic Assurance, then advising x-pats in Holland, before joining Liverpool Victoria and then becoming a Financial Planning Manager for Barclays.

I became a financial adviser in 2011 and passed my Diploma in Investment Planning in March 2011 via the Chartered Institute of Bankers Scotland. This gave me the necessary level 4 qualification for the industry.

Since then, I have gained further qualifications in CF8 Long-Term Care, and I also hold the pension specialist qualification AwPETR. (Award in pension transfers).

I joined Genesis Wealth Creation in 2013, and I have to say that the professional way they support both myself and my clients is excellent and I look forward to many more years of working for this organisation.

I am proud to say that I advise clients each year who I have known for well over ten years, which I believe is a testimony to my relationship with them.

I always act in my client's best interest. I actively listen to understand their current personal and financial situation before making any suggestions/recommendations that will help them achieve their goals.

Outside of work, my passion is playing golf here at my home club of Enville and also travelling the UK enjoying the beauty and challenge that other golf courses offer.