Genius Wealth Management Limited
Financial Services - N/A, N/A, UK
Genius Wealth Management Limited Employees
Genius Wealth Management Limited Details
At Genius we provide impartial financial advice to help personal clients and businesses achieve their financial goals. We believe that the modern financial planner should encompass the Financial Concierge, evolving from the old model of trust based solely on figures, to a deeper and more meaningful relationship encompassing financial life management and trust based on the perceptions of the people who are helping to manage your money.We are independent financial planners and wealth managers, providing a comprehensive service proposition designed to encompass all the areas where our clients require advice and guidance.We aim to know everything about our clients, so we know exactly what they need and want. This enables us to supply a proactive service through a joined-up approach to their financial planning and wealth management, in addition to tax, accountancy and legal requirements.Everyone in Genius is committed to giving a high-quality service to help you with your decisions – whether it's taking straightforward action or advising on complex situations.We are directly regulated and authorised by The Financial Conduct Authority (FCA) under firm number 813554. You can be confident that you will be dealing with a firm wholly committed to providing the best possible advice, service and support.
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