• 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
  • 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
  • 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 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.
    — Mr E Bates, Coventry
  • 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.
    — Mrs J Meadows, Coventry
  • 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.
    — Mr W Roberts: Heating Engineer, North Wales
  • 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.
    — Mrs J McKenzie, Crawley
  • For a number of years, we have been looked after by the team at Genesis. They always make sure they are contactable and review our plans at regular intervals and as a result, we have seen our savings and pension plans grow steadily.
    — Mr & Mrs Hatton, Bournemouth
  • 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.
    — Lisa & Martyn Bunn, Essex

Case Studies