Genesis Wealth Creation Ltd

Independent Financial Adviser  191 Spencers Croft, Harlow, Essex, CM18 6JP
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FCA authorised
Last authorised 26th July 2021
I am the companies Financial Adviser that covers Essex and London regions. Our companies registered office is in Coventry.
We can advise you on
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Annuity purchase
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Auto enrolment
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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 William Beehan
IFA Essex & London
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.

Why We Are Different.
We offer both independent financial advice and also provide a unique on-line, restricted, simplified advice process for savings and investments called Simply Invest, where you may feel that a meeting with a financial adviser is not required at this time.

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. Check out the video on our welcome page.

We are also proud sponsors of Wasps rugby player – Thomas Young for the 2016/17 season.

Genesis Wealth Creation Ltd is an appointed representative of CAERUS Financial Limited.

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
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    Telephone
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    Face to face

191 Spencers Croft, Harlow, Essex, CM18 6JP

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