The Wealth Genesis Avis 60

Having worked with advisors in the past, dealing with James and the team has been incredibly refreshing. Exceptional cross-border knowledge and always available for a chat. 10/10

I could'nt recommend James enough. Very easy to speak and get in touch with if needed. A genuinely nice person.

The fees associated with the platform are also very modest, which is of course a nice advantage.

Great advice, attentive and patient with all my queries and very happy with everything over the last year. Highly recommend!

Having just moved to Portugal, I got in touch looking for international investment advice. I’ve found the service from Adam to be faultless so far and grateful to have found an adviser to trust with my money.

I very much like my investment advisor. I have had many in the past with different companies and he is by far the easiest to get on with. It is also easy to get hold of him by email and arrange a Zoom link if one needs one. The platform he uses and the charges for his services are very modest compared to others I have come across. So, the whole experience is quite enjoyable and educational compared to the frustrating times I have had in the past.

I got in touch with James to consolidate my UK pensions. Specifically I needed a strategy implemented over the next 4 years before I retire. Having spoken to numerous other companies The Wealth Genesis and James in particular were significantly better in every way. He was very patient with both me and my wife, very quick to answer emails and be available for calls, explained how and why we would use an international sipp, Investment platform and how the funds would be allocated. He made me feel confortable I had made the right decision and the performance over the last 4 months has proven that. Particularly good considering the economic backdrop. I highly reccomend James and The Wealth Genesis.

Delighted with the service provided by James and his team. I've been abroad in different countries for the last few years and wasn't sure how to structure my finances offshore. The advice has been great, the fees are transparent and more than fair, and the aftercare has been perfect. Recommend highly

I have entrusted my pension with James for a few years now. I have found him to be professional, knowledgeable, proactively helpful and always available when needed.

Everything has been made super simple and straight to the point, and the fees are at a very respectable level.

The whole team provides a great service and I would recommend The Wealth Genesis for all your financial needs!

Moved to Singapore a few years ago for work and searched around for an adviser to help with things. So glad to have found TWG and James, investment knowledge has been brilliant and Olivia and the team have made the whole process completely painless, would strongly recommend.

I have entrusted my money with James for several years now. I have found him to be professional, knowledgeable, proactively helpful and rapidly available when needed. The whole team provide a great service and I have absolutely no hesitation in recommending The Wealth Genesis to anyone who wants to grow their portfolio.

Since I started to work with The Wealth Genesis I have restructured my pensions and other investments. I now have a suitable product and portfolio range which I am very happy with. Ian has consistently given me quality professional advice, not only on my investments and products, but also market trends, risks and opportunities. Ian and Olivia are always available when required in addition to my quarterly reviews. I strongly recommend The Wealth Genesis in the confidence that they will provide great advice and an exceptional service.

I have been a client of Ian’s for some time now. Ian and the team have provided excellent guidance and support throughout. As a result, I am entering retirement without any undue stress. I would not hesitate in recommending the wealth genesis for any expat.

Very pleased with the performance and results so far working with James and Olivia - everything has been made super simple and straight to the point, and the fees are refreshing to say the least!

I have been working with Ian for a few years now and couldn't be happier with the service provided. Very patient, attentive, and good advice on both product and fund range. I strongly recommend Ian and the team!

I have been very happy with the professional service provided by Ian and Olivia. Ian has been patient and clear in answering my questions whilst listening and understanding my objectives. He has helped me implement a strategy for my finances, giving me total peace of mind. I highly recommend The Wealth Genesis and look forward to working together for years to come.

I enquired with The Wealth Genesis having not worked with a financial adviser before. I needed to transfer my UK pension which was of significant value to me, and as such was somewhat apprehensive.

Ian has been my adviser for some time and immediately put me at ease. He listened to my needs and concerns, explained the options and costs and why he was recommending specific products and fund managers.

He is always quick to respond to any queries and the performance of my portfolio has been very good to date.

I can highly recommend Ian and all the team at The Wealth Genesis.

As an Expat working in Germany, the team have been great to work with over the last few years, couldn't recommend more!

Service levels I received whilst abroad were second to none. Great aftercare and look forward to continuing with the team's new chapter.

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 personally tailored and highly knowledgeable market advice.
Not stuffy or old fashioned. Instead this is an agile and forward thinking company, with fairer fees and a more modern and easily understandable approach to wealth management. So glad we found them!

Really recommend. They were clear and detailed with what they offer and trustworthy and respectful to deal with at all times. Their knowledge on the markets is impressive to say the least. Cannot fault.