Genesis Wealth Creation Ltd
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 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.
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.
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.
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.
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