Our aim is to be your long term, trusted adviser assisting with all areas of family wealth management. We are pleased to now be providing holistic financial planning and investment advice. At Genesis Wealth Management Limited we operate on the basis of providing expert advice and assistance on a number of specialist financial areas including.
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We are happy to meet with individuals and discuss their financial planning needs, without commitment. Following our engagement, an initial review and advisory process is then followed by an ongoing monitoring and assessment service to report on progress of the original advice and to provide support in line with changing needs.
As a result of our belief in a new beginning Genesis Wealth Management Limited was formed. Genesis provides bespoke personal financial planning advice to High Net Worth Individuals, Entrepreneurs, Senior Executives, Trustees and Owner Managed Businesses. We believe that by investing in our clients at all stages of their business or wealth creation process we grow with you and build up a strong and lasting professional relationship.
Genesis Wealth Management Limited was originally formed in 2002 by a select group of very experienced professional investment specialists who previously worked together for many years within the Private Client Division of an international accountancy practice that now ranks as the second-largest professional services network in the world.
Our ambition is to support you and your family over many years, becoming your reliable and trusted financial guide and adviser. As a result, we provide a formal review process occurring at least once a year (though more often, if required) at which point all financial provisions including pensions and investments would be valued and reviewed in conjunction with changing life assurance and tax planning needs.
As a major shareholder Matthew represents second generation ownership of Genesis Wealth Management Limited, continuing the founding principles of dedicated holistic financial planning advice for all our clients.
Having joined in 2004 after graduating from the University of Nottingham, with a Master's Degree in Mathematics, he quickly established himself as an integral and key member of our entrepreneurial team taking a lead role in our adoption of fund platform technology and computerised office systems.
Having joined in 2004 after graduating from the University of Nottingham, with a Master's Degree in Mathematics, he quickly established himself as an integral and key member of our entrepreneurial team taking a lead role in our adoption of fund platform technology and computerised office systems.
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