Genesis Wealth Creation Ltd
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Business
- Corporate pension
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
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Financial planning
- Wealth management
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Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
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Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
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Long term care
- Long term care
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
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Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
191 Spencers Croft, Harlow, Essex, CM18 6JP
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.
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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