Our guarantee is more than a promise.
It embodies our commitment to building long-lasting relationships with our clients based on mutual trust, respect and shared aspirations.
It represents our steadfast commitment to always deliver to the highest standards.
Our advice guarantee formalises our dedication to integrity, transparency and professionalism in all that we do.
01 Zero Commissions
We charge the same initial flat-fee to all our clients, ensuring complete transparency and independence.
We guarantee zero commissions and no hidden fees with all our investment and retirement solutions. We act only in the best interests of our clients as a fiduciary.
02 100% Regulated Advice
The Wealth Genesis is fully regulated to provide financial advice to Expats within the European Union.
The Wealth Genesis holds both an insurance and investment license to advise clients across all European states.
For non-EU clients, we hold an unrestricted investment and insurance license in Mauritius that allows us to service clients around the world.
03 Full Client Protection
The safety of your assets is our utmost priority.
At The Wealth Genesis, we guarantee to never hold client funds and only use fully regulated investment accounts, platforms and providers.
We use FCA regulated custodians to hold client accounts, which are safeguarded by the Financial Services Compensation Scheme in the UK.
04 No Lock-ins or Exit Penalties
Client satisfaction is non-negotiable.
If for whatever reason you are unhappy with our service, we guarantee no lock-ins and zero fees for moving away from us.
We believe in the value we provide to our clients.
05 Expert, Qualified Advice
All our advisers are fully qualified, possessing extensive industry knowledge and experience.
They hold licenses and qualifications from various regulatory bodies around the world, ensuring they meet the highest professional standards.
All adviser qualifications are available upon request.
