We are committed to providing the highest standard of financial advice possible.
As a firm, we take very seriously the requirements of the Financial Services Authority; in particular, the requirement to treat our clients fairly.
About us
As independent financial advisers we have no links or ties to any one insurance or investment company as opposed to multi - Tied Agents or new style Company Representatives who may only advise and offer products from the company they represent. This means that we are able to give you unbiased and objective advice and recommend the most appropriate products for your circumstances.
We are directly authorised by the Financial Services Authority as opposed to being part of any network that are likely to have a prescribed narrow or limited platform of products.
Sophisticated - not complicated.
Genesis was established to provide clients with High Quality advice. We have specialist knowledge, experience and skills to guide you through the financial world with its increasing complexity and change and to interpret simply and effectively the implications to you. We devise a strategy which provides effective solutions and enables you to achieve your selected aims and objectives within appropriate time scales.
It's a bespoke service
It is imperative that we work within tax and legal frameworks. The implications of these are unique to you and as such there will be no standardised approach to our services. We provide solutions that work throughout the many stages of your life.
Our Administrative support
We consider that an integral part of our services is to liaise on your behalf with insurance companies, investment houses, accountants, solicitors and the relevant revenue bodies, dealing with all the necessary paperwork and ensuring that all the administrative procedures are handled efficiently. Our dedicated team of support staff ensure that from the first contact you have with our organisation that you are dealing with people who understand your requirements and provide a service in a discreet and professional manner.
Our remuneration
We work on the basis of commission received, fee only or a combination of both. After the initial free consultation,, we are then in a position to discuss which method of payment is the most appropriate for the work we will be doing for you. This may include one or a combination of the following:
- Commissions received from product providers
- Fees for specific work carried out
- Fees which can be offset by commissions received from product providers
Whatever the method of payment, this will be agreed with you in advance of any work we undertake on your behalf.