Testimonials

Sarah is a combination between a consummate professional and patient counsellor. She takes time to understand my foibles and her advice is always pragmatic and reassuring. It always feels she is treating my money as she would her won, which to me sets her apart from other advisers.

Sarah at Genesis Wealth Creation provides a very professional and personal service and makes understanding your finances simple and clear.

Having tried with a couple of other companies to wade through the process of organising and accessing my private pension funds where I found myself doing most of the work, I had the good fortune of meeting Roy and Sarah at Genesis Wealth Management. 

I can only say that a reasonably complex and drawn-out process was not only quickly sorted for me by Sarah but actually became an enjoyable and interesting subject with opportunities to re-invest and have some stability for my future.

Truly INDEPENDENT advice with many options and all explained in a way that I could properly understand.

Would I recommend Genesis to anyone else? I already have!

Thank you, Sarah!

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.
 

Great service from Sarah at Genesis Wealth Creation over last four years.

Excellent advice on pension options to meet our needs as we retired and ongoing support post retirement when we need it has ensured our retirement finances are both efficient and sustainable for the future.