WELCOME TO GENESIS WEALTH CREATION

We pride ourselves on Building Lifelong Relationships with our clients through our integrity, professionalism and values.

Our Main Services

Featured below are the ones our clients ask for most frequently.

  • service

    Wealth Creation

    You have worked hard for their money. We ensure that your money works hard for you.

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  • service

    Retirement Planning

    Ensuring you can afford to retire when you want to retire.

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  • service

    Savings & Investments

    Utilising the best tax-efficient plans to help your money grow.

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Financial Advisers Located in Coventry, Warwickshire

Financial Advisers Located in Coventry, Warwickshire

Welcome to Genesis Wealth Creation Ltd

The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.

You are the focus of our business: You, your life, your family, your future.

Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.

So, it all starts with listening. We listen to your needs, your hopes, and your dreams, before we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.

This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.

Call us today on 024 7651 1995 or email us at hello@genesisltd.uk and we'll be pleased to help you.

The Financial Conduct Authority do not regulate inheritance tax planning.

OUR PLAN FOR YOU

OUR PLAN FOR YOU

Here's how we formulate the plan towards Your Goals

Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.

  • ABOUT YOU

    We meet together to discuss your personal circumstances and your current situation.

  • YOUR GOALS & AMBITIONS

    Next, we discuss your objectives and your aspirations, as well as any concerns that may arise.

  • ANALYSIS

    We will discuss with you our analysis of your current financial position and outline our initial thoughts for your financial plan.

  • HOW TO GET THERE

    So now we know where you are and where you want to be. In this phase we present your Personal Financial Plan.

  • IMPLEMENTATION

    It’s time to implement your plan. Every course of action we have recommended and agreed upon is now put into motion.

  • REVIEW THE PLAN & PROGRESS UPDATES

    If required, we will agree the most appropriate service proposition that will suit your needs to ensure your plan stays on track.

TESTIMONIALS

This is What Our Clients Say About Us

 

Mr Giles & Mrs Stella K

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.
 

Mrs Gail & Mr Doug B

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 we have found his advice and help to be invaluable and have always received a first-class professional service.

Mr Michael and Mrs Christine H

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 Malcolm & Mrs Lynn H

We have received professional and in-depth advice from Mike over many years.

He has always listened to our concerns and taken our views into consideration when discussing investment and pension options.

We have been extremely happy with our dealing with Mike and especially in the last 6 months reviewing pensions prior to retirement.

Mrs Annette K

Mike has provided sound financial advice to my late husband and me for many years. He has become a friend to us and nothing is too much trouble for him.

Now I am on my own, he is always on the end of the telephone and is willing to visit me anytime I need help with my investments.

Company membership & partners

We are proud to be Thomas Young's Player Sponsor at Cardiff Rugby.

CAN WE HELP YOU WITH SOMETHING?

Request a Call Back

Request a Call Back

CAN WE HELP YOU WITH SOMETHING?

Request a Call Back

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SEND US YOUR EMAIL ADDRESS IF YOU WOULD LIKE TO RECEIVE OUR REGULAR NEWSLETTER

Subscribe to our newsletter

WHERE WE ARE

024 7651 1995
27 Home Close, Bubbenhall
Coventry, CV8 3JD


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