Build Wealth With…
GROW YOUR WEALTH, AND KNOWLEDGE WITH FINGENIUS
SAVE. INVEST. BUILD YOUR FUTURE WITH WEALTH.
01
RECOMMENDATION TO YOUR FINANCIAL GOALS.
02
IN-DEPTH ANALYSIS OF YOUR CURRENT FINANCES.
03
IN-DEPTH ANALYSIS OF YOUR CURRENT FINANCES.
OUR MISSION
Guiding young people toward their financial dreams through 3 key principles
Education on your investment
Investing for the long term
ADVICE AREAS
We use a range of products to provide you with what you need to reach your financial goals
THE PERKS
WHO MAKES IT HAPPEN
Whilst he possesses a comprehensive knowledge of the whole market, he has particular expertise in pre and post retirement, offshore planning and the alternative investment market.
Due to his attention to detail and personal approach, Chris boasts an exceptional track record of client retention. As well as being one of our Financial Consultants, Chris is our Managing Director, handling the day to day running of the business.
Outside of the office Chris is a family man who enjoys spending time with his family, and is a keen West Ham United fan (on their good days).
He specialises in the following areas:
Making regular savings
Wealth management
Protecting you and your family
Planning for your retirement
Tax and estate planning
Outside of the office, Abi enjoys music and sports.
She has a background in financial services, having previously been an underwriter, working with several Manchester based companies including the Prudential. Anne Marie also has a background in Facilities Management and has attained a Masters in HR Management, but also brings unique operations and office management perspective.
Family is very important to Anne-Marie, as is making sure our customers and staff are well cared for!
He has worked in financial services since 2007 and has previously worked for companies including Royal Bank of Scotland, Willis Towers Watson, and other financial advisory businesses. Customer service is important to Richard and he likes to make sure clients are well looked after.
Richard is studying and taking his financial exams with the aim of becoming a Financial Consultant in the future.
Outside of the office Richard enjoys sports, films and music, including playing drums in a blues rock band.