Genesis Wealth Management

Who We Are

Genesis Wealth Management Limited was established in December 2002 by three experienced financial professionals who shared a vision of providing holistic and personalized wealth management services to families. We are a team of highly qualified experts committed to guiding clients through all aspects of their financial journey.

Our Values and Culture

Client-centricity defines our core values. We believe in building strong, trusting relationships with clients, understanding their unique needs and aspirations. We prioritize open communication, transparency, and collaborative problem-solving to empower our clients to achieve their financial goals.

Our Approach

We take a holistic approach to wealth management, encompassing:

• Investment Advice: Tailored portfolio construction, risk management, and ongoing performance monitoring.
• Pensions Advice: Comprehensive planning for private and public sector pensions, maximizing contributions, and ensuring optimal taxation.
• Associated Services: Guidance on inheritance tax planning, capital gains tax mitigation, and will creation in partnership with trusted legal connections.

Our Expertise

Our team possesses extensive experience in:

• Pension planning and investment
• Portfolio construction and risk management
• Inheritance and capital gains tax planning
• Family wealth management
• Estate planning and wills

Our Services

We offer a comprehensive suite of services designed to meet diverse client needs. Our services are:

• Holistic Financial Planning: Comprehensive assessment, goal setting, and tailored strategies for financial success.
• Investment Advice: Personalized portfolio construction, risk mitigation, and regular review.
• Pensions Advice: Comprehensive analysis, contribution optimization, and pension drawdown planning.
• Tax and Estate Planning: Inheritance tax mitigation, capital gains tax planning, and will creation.

Our Commitment

Genesis Wealth Management Limited is dedicated to providing clients with exceptional service, unparalleled expertise, and unparalleled value. We are committed to being your trusted financial advisor for the long term, empowering you to achieve your financial goals and secure your future.