Sarah came to the house and made the whole process easy to understand.
She was patient, knowledgeable, and I’m very pleased with what we agreed on.
I’d certainly recommend them to people looking for straightforward, clear advice backed up by speedy action.
Mrs Terry B
I am very happy with all the advice, service and support received from Genesis.
Sarah also clearly explains anything I ask her, which I do appreciate.
I would recommend Genesis to anyone who needs a financial advisor.
Mrs Catherine S
David & I had decided that our finances needed a total review after many years of just letting it roll! We contacted Sarah & Roy @ Genesis Wealth.
After our first meeting where Sarah explained clearly how Genesis worked, we provided her with all the information she required. We met again a few weeks later and discussed her recommendations. We proceeded to act on those recommendations, we receive regular updates and can contact Sarah should we need to and receive a prompt response.
We both feel confident now that our pension funds are in a secure place and being managed by Sarah who is very knowledgeable about her product and will continue to take her advice moving forward.
We would highly recommend her services to anyone who needed advice in the future.
Mr David & Mrs April Y
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.
Mr David & Mrs Sue L
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 David & Mrs Debra B
