Over the last 29 years, we have helped private clients and small businesses organise their affairs to identify, achieve and maintain their desired future lifestyle…
…without fear of ever running out of money!
Typically, we work with private clients and successful business owners who have already accumulated a certain level of wealth in cash, property, equity and intellectual capital, who are totally responsible for their own wealth creation in the future and who are looking to make a quantum leap in the increase and retention of their desired income and capital needs going forward, both during their lifetime and throughout the life of future generations, whilst at the same time reducing or mitigating income, capital gains and inheritance taxes using modern wealth management techniques and solutions.
We all seek financial freedom – it gives us choice. Where we live, what school we send our children to, what car we drive, where we take our holidays and the age at which we can afford to retire in comfort.
Financial freedom gives us peace of mind in an uncertain world. Wealth can be generated through hard work or inherited. Either way, it is important that you develop a strategy to protect your wealth from the burden of higher taxes and the unpredictability of returns on stock market linked investments.
The financial world is complex and fast changing, and offers a myriad of choices. Changes in tax legislation and economic uncertainties add to the problems. So how can you be sure that you are managing your finances properly?
We have developed the answer.
The Generic Wealth Management Solutions Programme™ has been designed specifically to provide clear guidance so that you can make informed decisions on how you manage your wealth. Because everyone is different, each Programme is tailored to your needs and requirements.
The Generic Wealth Management Solutions Programme™ incorporates a six-stage financial planning process:
1. The Generic Primary Review™
2. The Generic Wealth Management Inventory™
3. The Generic Needs Analysis™
4. The Generic Financial Solutions Programme™
5. The Generic Asset Model™
6. The Generic Benchmark Review™
We receive enquiries from the growing number of individuals seeking totally impartial, independent financial advice – but what is it, how does it work and what does it cost?
Our aim through this website is to help answer these questions as far as possible and to help you decide whether, in the first instance, you wish to approach us for an initial review of your requirements.
Generic Wealth Management Solutions is a trading style of Generic Financial Management plc, which is authorised and regulated by the Financial Conduct Authority (FCA) to advise on investment matters and to arrange and effect transactions in life assurance and pension arrangements.
We are bound by the rules of the FCA and offer truly independent financial advice by not being “tied” to any bank, building society, insurance company or any other financial institution. This means that we act as your agent in the full legal sense, with responsibility to you alone and not to any third party.