Genesis Wealth Creation Ltd

Restricted - Whole of Market  27 Home Close, Warwickshire, Coventry, CV8 3JD
First meeting at adviser's own cost
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
Adviser unavailable
This adviser is currently out of office and not available for contact
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FCA authorised
Last authorised 1st March 2021
Meet our advisers
MR Roy Perry
Director
MR William Beehan
Financial Adviser Essex & London

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

MR Michael Gilmer
Financial Adviser Midlands

This qualification assesses a knowledge and understanding of the financial services industry including: regulation and ethics, personal taxation, investment principles and risk, pensions and retirement planning, financial protection

This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.

MRS Sarah Perry
Director / Financial Adviser England & Wales

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.

What our clients say
We have held our investments with Mike for several years and have been delighted with the professional, friendly and caring service we have received.
Mr & Mrs Hammonds, Wolverhampton
I have to say the service from Jim has been absolutely first class. He has a real honesty about him and will explain all options available, but also making sure that we know that we are still the decision makers. He has a great deal of patience and is an excellent listener which is great, as we do struggle to understand all the workings and terminology of the financial world. More importantly than all is that we class him as a friend.
Mr S Haworth, Tillicoultry
We have known Mike for a number of years and during that time he has always been available when needed and talks to us in a language that makes it easy for us to understand the financial world. If he says he is going to do something for us he does it. If he says he will be with us at a certain time he is there on the dot. Talking to Mike about our finances is so easy and he never leaves us feeling like we have asked irrelevant questions. His advice is clear and has always been the best for us. Thank you both for the first class service that you provide.
Mr & Mrs Kibblewhite, Kidderminster
Our financial adviser, (Bill), has always provided us with sound advice and guidance, especially with our investment portfolio.
Mr & Mrs White, Horley
Jim has always kept me in touch with my investments and always given, both my wife and myself good and sound advice for as long as I have known him, since I moved to Scotland some 9 years ago. I have always found him helpful and at the end of the telephone line if I required any emergency advice. This is also in addition to my yearly review. I can also say the company has always kept us in touch with our yearly risk assessment and our regular newsletter and we are very pleased with the service we receive from the Company and would recommend them to anyone we know who requires financial advice.
Mr J Meeten MBE, Prestwick
We have no hesitation in recommending Genesis Wealth Creation as financial advisors. We have been dealing with Mike Gilmer our personal financial advisor for a number of years now and during that time have found his advice and help to be invaluable and have always received a first class professional service.
Mr & Mrs Brown, Kidderminster
"Over the years we have come to respect and trust Sarah with all of our pensions and investments. We are delighted to say that through Sarah's financial planning strategy, she has made it possible for us to retire and enjoy what we love to do and that is to travel the world and enjoy life without worrying too much about finance. I have recommended Sarah several times to my close friends and work colleagues as I know she has the experience to listen to their needs and to help them along their journey as well."
Mr & Mrs Williams, Coventry
"We contacted Genesis Wealth Creation recently with a view to reviewing our existing pension arrangements and to agree a strategy for the future. From our first meeting we felt that we were in good hands with Genesis and our agreed course of action was followed in an efficient and flawless manner. Sarah kept in touch with us throughout the period of renegotiation and communication was excellent all the way through to completion. Thank you, Genesis. We appreciate your help and advice and look forward to a long and mutually beneficial partnership".
Mr & Mrs Burnham, Criccieth, North Wales
For a number of years, we have been looked after by the team at Genesis. They always make sure they are contactable and review our plans at regular intervals and as a result, we have seen our savings and pension plans grow steadily.
Mr & Mrs Hatton, Bournemouth
Sarah started providing financial advice years ago when I had my own electrician business. Now I am enjoying my retirement where I am benefiting financially from her expertise and guidance. I find her to be very professional, personable and provides well considered advice which has always been relevant to my changes in circumstances throughout the years. Sarah always ensures that she fully understands my situation before recommending the right solutions. Nothing is too much trouble and the empathy, advice and service given is excellent, I would highly recommend. Very helpful, approachable and friendly company and I have personally referred her to others.
Mr E Bates, Coventry
We have trusted Jim with our finances for a number of years, and have never received anything other than honest, trustworthy and friendly advice. We know from experience that we are in safe hands, and have no hesitation in recommending Jim to others.
Mr & Mrs Herd, Ayrshire
Sarah has been my Financial Adviser for well over 10 years and has advised me on my pension, investments and protection needs both personally and for my business. I have always found her to be approachable and diligent with my financial matters. I have referred her to other people without hesitation.
Mr W Roberts, Gwynedd, North 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.

Where to find us
Head office address: 27 Home Close, Bubbenhall, Warwickshire, Coventry, CV8 3JD
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Adviser unavailable
This adviser is currently out of office and not available for contact
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FCA authorised
Last authorised 1st March 2021

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