Business Details
24 Years
experience
Your Trusted Partner for Financial Planning & Wealth Management Solutions
Established in December 2002, Genesis Wealth Management Limited has built a reputation as a trusted partner in family wealth management. Our team of experienced professionals provides holistic financial planning and investment advice tailored to high net worth individuals, entrepreneurs, and owner-managed businesses. With offices in Manchester and Glasgow, we manage over 255 million in assets, combining traditional and innovative investment strategies to meet diverse client needs. Our approach prioritises long-term relationships, offering ongoing review services to ensure financial strategies evolve with clients' changing circumstances. We collaborate with specialist tax advisers, solicitors, and actuaries to deliver comprehensive solutions, including pension planning, estate management, and tax-efficient investments.Our expertise in the financial services industry enables us to address complex financial situations with tailored advice. We focus on transparency, cost-effectiveness, and independence, ensuring clients receive unbiased recommendations. Our commitment to continuous monitoring and adaptation of investment portfolios reflects our dedication to client success. With a foundation in the accountancy profession, we offer deep insights into personal and corporate tax compliance. Our goal is to simplify wealth management, empowering clients to make informed decisions for their financial future.
Services
Investment Advice
Pensions Advice
Financial Planning
Tax Advisers
Estate Planning
Details
- Year established: 2002
Highlights and features
- We have over 20 years of experience in financial services.
- Our holistic approach integrates investment, tax, and estate planning.
- We collaborate with specialist professionals for comprehensive solutions.
- Ongoing review services ensure strategies adapt to changing needs.
- Offices in Manchester and Glasgow provide localised expertise.
Services
Investment Advice
We provide tailored investment strategies integrating traditional options like ISAs and pensions with innovative schemes such as Venture Capital Trusts. Our risk-based pyramid approach ensures diversified portfolios aligned with client goals. Ongoing reviews maintain strategy relevance as financial circumstances evolve.
Pensions Advice
Our comprehensive pension services cover retirement solutions, benefit consolidation, and income drawdown strategies. We assess final salary schemes against new pension freedoms, offering regular reviews to validate investments and adapt to regulatory changes. Expertise includes self-invested pension arrangements and tax-efficient planning.
Financial Planning
We deliver end-to-end financial planning addressing wealth creation, tax efficiency, and estate management. Collaborations with solicitors and tax specialists enable integrated solutions for complex needs. Services include actuarial support, trust creation, and mortgage referrals to ensure comprehensive wealth protection.
Tax Advisers
Our network of tax specialists provides innovative tax shelters, deferral schemes, and compliance support. We address personal and corporate tax needs, including HMRC investigation assistance. Strategic tax planning ensures clients minimise liabilities while maintaining regulatory adherence.
Estate Planning
We specialise in estate planning through family trusts, will preparation, and inheritance tax strategies. Collaborations with solicitors ensure legally sound solutions for asset distribution. Services include actuarial valuations and succession planning to preserve wealth across generations.
Questions
What services does Genesis Wealth Management offer?
We provide investment advice, pensions planning, tax-efficient strategies, estate management, and holistic financial planning for high net worth individuals and businesses.
How do you tailor investment strategies to individual needs?
We use a risk-based pyramid approach, combining traditional and innovative investments, with ongoing reviews to adapt portfolios as client circumstances evolve.
Do you offer pension consolidation services?
Yes, we assess existing pension benefits, including final salary schemes, and recommend consolidation strategies aligned with retirement goals and regulatory changes.
How do you handle tax compliance and planning?
Our specialist network offers tax deferral schemes, compliance support, and strategies to minimise liabilities while ensuring adherence to HMRC regulations.
Can you assist with estate planning?
We collaborate with solicitors to create family trusts, prepare wills, and implement inheritance tax strategies to ensure seamless wealth transfer.
What areas do you serve?
We operate from Manchester and Glasgow, providing services to clients nationwide with a focus on localised expertise.
