• Genesis provides a genuinely bespoke service. We were delighted - and reassured - by the way in which they helped us to rearrange our investments. Our adviser, Sarah Perry, went out of her way to make sure that she completely understood our requirements, investment-wise. It was refreshing that Sarah also ensured that we really understood her suggestions, and why they were the appropriate investments for our personal needs fund-wise in both the short and long term. Would we recommend Genesis? Absolutely!
    —Mr & Mrs Walkley, Warwickshire
  • Jim started off as our financial advisor but we now see him as a well-established family friend. He fully understands our financial situation and our future needs. He is more than competent in his job and we have no hesitation in recommending him to others as indeed we have done already.
    —Mr & Mrs Bailey, Dumfries
  • We have no hesitation in recommending Genesis Wealth Creation as financial advisors. We have been dealing with Mike Gilmer our personal financial advisor for a number of years now and during that time have found his advice and help to be invaluable and have always received a first-class professional service.
    —Mr & Mrs Brown, Kidderminster
  • 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 & Mrs Burnham, Criccieth
  • 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.
    —Mr & Mrs Bunn, Essex
  • Over the years we have come to respect and trust Sarah with all of our pensions and investments. We are delighted to say that through Sarah’s financial planning strategy, she has made it possible for us to retire and enjoy what we love to do and that is to travel the world and enjoy life without worrying too much about finance. I have recommended Sarah several times to my close friends and work colleagues as I know she has the experience to listen to their needs and to help them along their journey as well.
    —Mr & Mrs Williams, Coventry
  • Jim has always kept me in touch with my investments and always given, both my wife and myself good and sound advice for as long as I have known him since I moved to Scotland some 9 years ago. I have always found him helpful and at the end of the telephone line if I required any emergency advice. This is also in addition to my yearly review. I can also say the company has always kept us in touch with our yearly risk assessment and our regular newsletter and we are very pleased with the service we receive from the Company and would recommend them to anyone we know who requires financial advice.
    —Mr J Meeten MBE, Prestwick
  • 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. She offers a professional service and also keeps in regular contact with me providing an excellent on-going service to my investments including personal meetings with me twice a year at my home. She is also readily available on the telephone if I should have any concerns I feel that I am very fortunate to have the services of Sarah as she ensures that I am fully aware of the investments and I am very pleased with the returns she has generated for me. I can also confirm that I have made personal recommendations to friends and they too are happy with the service that Sarah has provided to them.
    —Mrs J Meadows, Coventry
  • 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
  • I have to say the service from Jim has been absolutely first class. He has a real honesty about him and will explain all options available, but also making sure that we know that we are still the decision makers. He has a great deal of patience and is an excellent listener which is great as we do struggle to understand all the workings and terminology of the financial world. More importantly than all is that we class him as a friend.
    —Mr S Haworth, Tillicoultry
  • 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. We highly recommend Genesis Wealth Creations to people who want to grow their financial plans for the future.
    —Mr & Mrs Hatton, Bournemouth
  • 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. Having to sort out the various plans we had, to finding the best possible home to get capital growth, especially as deposit-based accounts have such a low rate of interest, they have always given me honest, sound advice. It is reassuring to know that a financial advisor is available at short notice to give me both advice and guidance on any financial matter I may have. I would certainly recommend Genesis Wealth Creation.
    —Mrs J McKenzie, Crawley
  • We have known Mike for a number of years and during that time he has always been available when needed and talks to us in a language that makes it easy for us to understand the financial world. If he says he is going to do something for us he does it. If he says he will be with us at a certain time he is there on the dot. Talking to Mike about our finances is so easy and he never leaves us feeling like we have asked irrelevant questions. His advice is clear and has always been the best for us.
    —Mr & Mrs Kibblewhite, Kidderminster
  • 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. I find her to be very professional, personable and provides well considered advice which has always been relevant to my changes in circumstances throughout the years. Sarah always ensures that she fully understands my situation before recommending the right solutions. Nothing is too much trouble and the empathy, advice and service given is excellent, I would highly recommend. Very helpful, approachable and friendly company and I have personally referred her to others.
    —Mr E Bates, Coventry
  • Our financial advisor Jim Douglas is courteous, thorough and knowledgeable and is very patient taking time to answer all our questions and making enquiries on our behalf. He is honest in assessing our circumstances and clear in defining the potential returns and risks of investment products, together with any associated charges. He is always at the end of the phone or an email away in the event we have any concerns or need to ask any questions. We'd recommend him without any hesitation.
    —Mr & Mrs Docherty, Greenock
  • Our financial adviser, (Bill), has always provided us with sound advice and guidance, especially with our investment portfolio.
    —Mr & Mrs White, Horley
  • 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
  • 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 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. I have always found her to be approachable and diligent with my financial matters. I have referred her to other people without hesitation.
    —Mr W Roberts: Heating Engineer, North Wales

Case Studies