Genesis Wealth Managment Ltd

At Genesis Wealth Management Limited, we pride ourselves on being a long-term trusted advisor, assisting with all areas of family wealth management. Our experienced team, with unmatched expertise in the financial services industry, has been serving high net worth individuals, entrepreneurs, senior executives, trustees, and owner-managed businesses since 2002.

Our Approach

Our business was founded on the principle of providing high-quality advice in a cost-effective and truly independent manner. We believe that our commitment to our clients and our thorough understanding of the financial services industry has enabled us to build long-lasting relationships with our clients.

Our Values and Culture

At Genesis Wealth Management Limited, we subscribe to a cultural ethos that places the needs of our clients at the very heart of our business. We understand that our clients' requirements are unique and tailored our services to meet their individual needs and circumstances. Our team is dedicated to providing expert advice and assistance in multiple specialist financial areas, including investment advice, pensions advice, and associated services.

Our Services

As a holistic financial planning and investment advice provider, we offer a comprehensive range of services designed to help our clients achieve their financial goals. Our services include:

• Investment advice
• Pensions advice
• Associated services

Associated Services

As part of our commitment to providing a comprehensive range of services, we also offer associated services, including:

• Aegon charges

Our Team

Our Manchester Team

Our Glasgow Team

Our Manchester Team

Our Manchester team consists of experienced professionals with a deep understanding of the financial services industry. With years of experience, our team members have an unrivalled expertise, covering all kinds of financial situations.

Our Glasgow Team

Our Glasgow team consists of experienced professionals with a deep understanding of the financial services industry. With years of experience, our team members have an unrivalled expertise, covering all kinds of financial situations.

Our Mission

Our mission at Genesis Wealth Management Limited is to be your long-term trusted advisor, assisting with all areas of family wealth management. We strive to provide expert advice and assistance on a number of specialist financial areas, including investment advice, pensions advice, and associated services. Our aim is to build long-lasting relationships with our clients, ensuring that their financial needs and requirements are catered to.

Ongoing Review

At Genesis Wealth Management Limited, we believe in the importance of ongoing review and monitoring of our clients' financial situations. We recognize that the financial landscape is constantly changing, and it is crucial to adapt and adjust our strategies to ensure our clients' goals and objectives are always aligned with their current financial situation.