Genius Wealth Management Limited Reviews 82

Very easy to deal with and excellent communications at all times. Great work by Gareth Kelman and Carl Hayes!! ... If I ask for their assistance then I am 100% confident the task is in safe hands and I'll soon have a positive outcome!

I was very Satisfied with my experience. Having never done anything like this before, Andrew explained everything to me, in easy everyday language

Excellent valuable advise and service provided by professional financial advisors.

I I'm delighted with the performance and advice from Carl Hayes one of the licenced managers on pensions investments and trust funds. They have always been there for me through my difficult health conditions and I sincerely hope they will continue support my my husband partner and daughter after my demise. Many thanks indeed.

Easy to operate on line and so far investments have performed as expected.

up to yet great service from my rep john boye cant fault him.

I am very happy with the service I receive from Genius.

No problems at all.

Have been with Genius Wealth for some time. Always helpful and friendly.

Genius Wealth Management have been giving my helpful advice on my pension for several years. I have found them easy to work with and my pension has increased as a result of their advice.

Professional service. Andrew listened to my needs and wants, asking questions to ensure he understood before providing me with advice. The advice was given in a friendly, clear and understandable manner , Andrew going to lengths to ensure I understood both the opportunities and risks. Once agreed, the investment and pensions transfer process was actioned speedily and efficiently. Would highly recomend.

Professional and helpful. Kept me up to date with my pension transfer, would recommend Genius Wealth to look after your finances

Both my wife and I have conducted our annual review of my Pension with Andrew & James at Genius Wealth Management.
I can say with with complete confidence I would recommend Genius Wealth Management.
Andrew exceeded my expectations today.
Andrew was brilliant, he explained everything in any activity in the current climate that could effect my pension in the future.
Andrew also gave me the vision on how my current pension wil perform in the coming 12 months.
I have been seeking advice from Andrew for a number of years, the advice given to me I trust.
Having a pension is a minefield for any average person, today's meeting was great. !!!!!
I felt at ease, I was looked after professionally and with respect.
Going back some years past and to the present I was in need of advice.
Advice given to me was sound knowledge of the current climate.
Anyone reading this post , I strongly recomend Genius Wealth Management.
In particular Andrew & James.
Thank you Genius Wealth Management for looking after me.
Regards
Very satisfied Client.

Great service all round. Would highly recommend Genius.

Iain explained everything really clearly so I could make an informed decision. I totally trusted the thorough research and would highly recommend.

Excellent service, kept well informed through the whole process by Gareth and Carl and would highly recommend GeniusWealth.

I was introduced to Genius Wealth Management by a work colleague and have been really thankful that I was. The service they provide is excellent. Options have always been explained clearly and follow up has been exemplary. I have been kept fully in the loop when I have requested any changes to my products and those changes have been handled quickly and efficiently. I have recently required additional services outside the normal scope of services provided by Genius and have been put in touch with other high quality service providers. I have been really pleased with all my dealings with Genius Wealth Management and wouldn't hesitate to recommend them to others.

Iain from Genius carried out an excellent detailed pension review ensuring that my needs were fully met. I would fully recommend them for anyones personal pension needs.

On retirement my work pension covering contributions from the last few years was transferred effortlessly into my consolidated Pru pension pot for ongoing management & control.
Options were discussed prior to the transfer in a professional manner utilising the regulated advice processes & procedures as one would expect from the Genius Wealth Management team, special thanks to Iain & James.

Very good advice given and always available and willing to answer queries and any worries. Very patient and good at explaining complex issues especially to one of advanced years. Easy to talk to and very efficient.

This was the first face to face meeting I have had with Andrew since Genius Wealth took over from Sequence, and it couldn’t have been more straightforward as it was. His first question was ‘What do you want from today?’ and by the end of the chat, the whole subject of pensions and options open to me seemed a lot clearer and easier to understand once things had been explained. All the time Andrew invited questions, and listened to me as I listened to him. I would have no hesitation in recommending Andrew, as a representative of Genius Wealth Management as an Independent Financial Adviser.