Welcome to Simply Invest
Simply Invest is a simplified on-line advice system which will help you to access basic savings and investment products from Parmenion Investment Management, with a bespoke personal solution and recommendation.
We have introduced Simply Invest as part of recognising that not everyone needs full financial advice at every stage of life.
Sometimes we have a pretty good idea of what we want, but just need some re-assurance that what we are doing is the right thing without committing to both the time and cost of full financial advice.
In understanding this, we have introduced our Simply Invest on-line advice service, as it is quick and simple to use.
This service only offers a limited range of products from Parmenion Investment Management, comprising of NISA’s (Stocks & Shares Only) plus investments into unit trust and OEIC funds. You can invest a lump sum, regular contributions or both.
How Do I get started?
To find out more and what our recommendations could be, click on the ‘Lets get Started’ button below, read our client agreement and click to acknowledge that you have understood it and off you go!
The first part of the advice process will be very general and if you like what you see and receive, you can then go back and proceed. You will then need to provide some more personal information to conclude the advice and application process.
At any point you can contact us by our live chat, Email email@example.com or ring 02476 511995 to help you through the process or answer any questions.
Genesis Wealth Creation LTD is registered in England and Wales No: 08383104. Registered address - 27 Home Close Bubbenhall,
Coventry, Warwickshire, CV8 3JD