James at wealth genesis is superb and really looks after my investments. I’ve been with James for two years now and despite difficult economic times I’ve still had good growth. I highly recommend we... Voir plus
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After 4 months of research and trepidation of giving my money to another adviser/invester I finally chose the wealth genesis. For a year now I have had a international sipp as a uk ex pat li... Voir plus
We highly recommend them. James in particular has been fantastic. Professional, friendly, honest and really helpful advice. Service so far has been top notch - always a quick response, with pers... Voir plus
L'entreprise a répondu
James has been my advisor since I moved overseas in 2020. In over 25 years of dealing with IFAs he is the first that has not just kept the promise of regular reviews, but gone way beyond expectations.... Voir plus
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À propos de l'entreprise
Écrit par l'entreprise
The Wealth Genesis represents a new approach. One that is client centred, always. From portfolios that enable our clients to realise their ambitions, to radical cost transparency and incomparable accessibility to our professional advisers.
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A five star company!
I have always had a friendly professionally service from Jack and the company in general and am very happy that they are looking after my portfolio. Nothing is too much trouble and there’s always lots of patience with me because not all things are easy to understand. I would absolutely recommend the Wealth Genesis to others if they are looking to invest their money.

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Excellent adviser
Finally I found someone who can be trusted to give honest unbiased advice. James got me out of a QROPS set up with a company that put road block after roadblock in the way. It took him 9 months to get me out of it he never gave up and kept me informed the entire time. He has now put my pension into reputable funds I can’t recommend him highly enough.

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Trustworthy advisor in a sector fraught with bad actors.
After a previous bad experience with an expat financial advisor I was lucky to find James and Wealth Genesis. He is responsive, proactive, and advises me in an easily understandable way.

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A great transfer experience
As a UK expat, I had spent a long time researching pension options, but had failed to find an advisor that was both independent and trustworthy. From the first meeting i felt that the options were clearly explained and the subsequent transfer was smooth with great support every step of the way.

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CONSISTENTLY IMPRESSIVE
When a need to change my IFA arose Trustpilot was one of the tools that helped me find The Wealth Genesis. Reviews across the board were high. Having made the shift I understand why. Jack Camille and his team are impressively efficient and induce a high level of confidence in their service delivery and quality of advice.

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Quality advice and great service
As someone who travels all over the world with work, finding TWG has been amazing for me - always available, as transparent as they come and brilliant advice. Would recommend strongly.

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Highly Recommended, always available and ever helpful
James Rayburn has been advising me on my investments for 3 years now. I have learnt so much from James, who always explains the funds, costs and wider investing considerations, whilst patiently answering my questions and ensuring that I am comfortable with my decisions. I find the TWG model forward thinking and dynamic, with reasonable fees. Everyone I have interacted with at TWG has been proactive and helpful. I look forward to many more years of collaboration.

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I got in touch initially with TWG to discuss my ISA holdings in the UK…
I got in touch initially with TWG to discuss my ISA holdings in the UK. James reviewed and changed my holdings and a year later has drastically outperformed the rest of my assets. Would very strongly recommend.

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Expert advice and trustworthy
When I became an expat, it was important to me to find a financial advisor I could trust. After much research and some disappointing experiences, I'm lucky to have finally found Jack. He is extremely knowledgeable and thorough. Together with his regular communication and insightful advice, he makes me feel reassured that my money is in safe hands. The rest of The Wealth Genesis team are equally very friendly and efficient. The fees are transparent and fair and, more importantly, I am very happy with the performance of my portfolio. Like others, I can highly recommend The Wealth Genesis.

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Exceptional Service
Jack has been exceptional in assisting with my investment needs. He provides clear and concise advice. Importantly for me, he keeps things simple and transparent, not using technical jargon. A refreshing change from previous advisers I have worked with.

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Loved working with the team at Wealth…
Loved working with the team at Wealth Genesis. After shopping around I found them to be the most straight talking, explaining everything in simple terms and acting in my best interests. Quick responses to my many questions. Thank you Jack and James.

Réponse de The Wealth Genesis
Transparent and trustworthy advisors
Since working with Jack, Kirsten and their wider team, my financial portfolio has gone from strength to strength. They not only meet, but exceed my expectations. They work with absolute transparency, listen to my needs and explain the best way forward with absolute clarity. I’m confident in their overarching strategy for me and their ability to navigate every element of the complex financial landscape that I have faced. I highly recommend The Wealth Genesis!

Réponse de The Wealth Genesis
Brilliant advice
Living in between Spain and the Uk, I wasn’t sure how to structure my investments but jack held my hand through the whole process and gave me brilliant advice. I would highly recommend!

Réponse de The Wealth Genesis
Great experience with James/The weatlh genesis
I started to work with James after relocating UK to France. I did some research and spoke to a range of advisers/companies before deciding who to work with and James/TWG stood out as having a refreshing approach - obviously knowledgable whilst also being straightforward, transparent and easy to communicate with. Three months in my experience has been wholley positive - sensible well informed advice, proactive contact, efficient with admin

Réponse de The Wealth Genesis
Very happy
I recently got in touch with The Wealth Genesis to discuss my pension and investments held in the UK, as I didn't fully understand how these would work elsewhere and what options to choose from. James was attentive, and patiently listened to my very long list of questions.
Since transferring my funds across to TWG, everything has gone smoothly and really happy with the performance - would recommend very highly!!

Réponse de The Wealth Genesis
Very happy and highly reccomend
I have worked with James for many years and have always been very happy with the service he has provided. Knowledgeable, polite, always available and often patient. I recommend the wealth genesis to any expat requiring financial advice.

Réponse de The Wealth Genesis
Knowledgeable and friendly investment handling
As an expat, I had been very happy with my investment advisor and outcomes for several years and I stayed with him when he moved to TWG. Very personable, knowledgeable and effective. I look forward to more profitable years and good cooperation.

Réponse de The Wealth Genesis
Invaluable advice
My experience with Ian has been top notch! His knowledge and advice was invaluable both initially in transferring my pension and on an ongoing basis. I can't recommend Ian and the team highly enough for any expat requiring financial advice.
Best in class Financial Advice
After relocating to Saudi Arabia nine years ago, I've been approached by numerous financial advisors but have always hesitated to engage their services. For me, trust and transparency are paramount, and I hadn't found an advisor who truly embodied these qualities.
This changed when I connected with James at Wealth Genesis. From our first conversation, I felt a sense of comfort and clarity. James has consistently provided straightforward and easily understandable answers to all my inquiries and remains accessible around the clock. Reflecting on this experience, I only wish I had discovered Wealth Genesis in my initial year in Saudi.
I cannot recommend Wealth Genesis highly enough. If you're considering financial advisory services, I strongly suggest you explore what they have to offer without delay.

Réponse de The Wealth Genesis
"Absolutely outstanding company"
"Absolutely outstanding company! After successfully selling a property overseas, I found myself in need of expert advice. James and Olivia not only guided me through every aspect of the situation, but they also pleasantly surprised me by conversing in Greek, adding an exciting twist to the whole experience!"

Réponse de The Wealth Genesis
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