Genesis Wealth Creation Ltd

Restricted - Whole of Market  27 Home Close, Warwickshire, Coventry, CV8 3JD
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FCA authorised
Last authorised 2nd August 2021
Our Financial Advisers are located in areas that can cover both England & Wales.
We can advise you on
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Annuity purchase
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Auto enrolment
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Defined benefit
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Long term care
Meet our advisers
MR Roy Perry
Director
MR William Beehan
Financial Adviser Essex & London
MR Michael Gilmer
Financial Adviser Midlands
MRS Sarah Perry
Director / Financial Adviser England & Wales
About us

Mission Statement

"To provide consistent, effective and reliable advice. We wish to become your trusted adviser with whom you can build a lifelong relationship"

Although we specialise in Investment and Pension planning, in addition, we offer various types of financial advice and services that you may require throughout your lifetime, whether you are just starting out in your career or indeed, already enjoying your retirement years.

Transferring out of a Final Salary pension scheme is unlikely to be in the best interests of most people.

Why We Are Different

We have a robust process in which we to get to know you as a client, deliver solutions to meet your objectives and then agree on a servicing strategy to ensure they are kept on track to achieve your desired outcomes.

We provide a client Personal Finance Portal where you can access your financial details provides help to budget your personal finances and you can Email & share documents in a safe and secure manner. See the video on our welcome page.

We are also proud sponsors of WASPS rugby players – Thomas Young & Zach Kibirige.

Our services

We have a selection of private and corporate clients and in addition, we work closely with trusts and associations where we provide seminars, such as pre-retirement and newsletters for their staff and members.

We have a robust process in which we to get to know you as a client, deliver solutions to meet your objectives and then agree a servicing strategy to ensure they are kept on track.

We provide a client Personal Finance Portal where you can access your financial details, help budgeting with your personal finances and share documents in a safe and secure manner.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Adviser unavailable
This adviser is currently out of office and not available for contact

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