Genesis Wealth Limited

As independent financial advisers we have no links or ties to any one insurance or investment company as opposed to Restricted Financial Advisers or Company Representatives who may only advise on a limited range of products or only offer products from the company they represent. This means that we are able to give you unbiased and objective advice and recommend the most appropriate products for your circumstances. We are directly authorised by the Financial Conduct Authority as opposed to being part of any network that may have a prescribed narrow or limited platform of products. Sophisticated - not complicated. Genesis was established to provide clients with High Quality advice. We have specialist knowledge, experience and skills to guide you through the financial world with its increasing complexity and change and to interpret simply and effectively the implications to you. We devise a strategy which provides effective solutions and enables you to achieve your selected aims and objectives within appropriate time scales. It's a bespoke service It is imperative that we work within tax and legal frameworks. The implications of these are unique to you and as such there will be no standardised approach to our services. We provide solutions that work throughout the many stages of your life. Our Administrative support We consider that an integral part of our services is to liaise on your behalf with insurance companies, investment houses, accountants, solicitors and the relevant revenue bodies, dealing with all the necessary paperwork and ensuring that all the administrative procedures are handled efficiently. Our dedicated team of support staff ensure that from the first contact you have with our organisation that you are dealing with people who understand your requirements and provide a service in a discreet and professional manner. Our remuneration We work on the basis of a pre-agreed fee or where applicable commission received. After the initial consultation, which is at our expense, we are then in a position to discuss which method of payment is the most appropriate for the work we will be doing for you. This may include one or a combination of the following: Fees for specific work carried out Fees which can be offset by commissions received from product providers Whatever the method of payment, this will be agreed with you in advance of any work we undertake on your behalf.

Address: 240 Avenue West, Skyline 120, Great Notley, Braintree, Essex CM77 7AA, United Kingdom

Phone: +44 1376 344 234
FAX: +44 1376 344 264