Testimonials

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.
 

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.
 

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.

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.
 

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!