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Generic Financial Management plc

Chadwick Place

High Street

Codicote

Hertfordshire

SG4 8XD

 

Tel: 01438 822005

 

The Generic Wealth Management Solutions Programme™

Maximise your personal and corporate tax effectiveness, investment performance and wealth management with a personal programme that is tailored to your needs.

 
The Generic Wealth Management Solutions Programme
Wealth management seminars
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We all seek financial freedom – it gives us choice. Where we live, what school we send our children to, what car we drive, where we take our holidays and the age at which we can afford to retire in comfort. Financial freedom gives us peace of mind in an uncertain world.

Wealth can be generated through hard work or inherited. Either way, it is important that you develop a strategy to protect your wealth from the burden of higher taxes and the unpredictability of returns on stock market linked investments.

 
We provide strategies to help grow and protect your wealth.
Everyone is different, so our wealth management advice is tailored to meet your specific needs and aspirations.
 
 

The Generic Wealth Management Solutions Programme™ provides clear advice so that you can make informed decisions on how you manage your wealth. Because everyone is different, the programme is tailored to your specific needs and aspirations.

 

The Executive Results Programme® for business translates strategic thinking into operational planning and individual and shared accountability based on the power of positive peer pressure.

The Generic SME Index™ has been developed as a business valuation tool for financial planning purposes, and provides sound strategies for extracting money from your business. Ever wondered how much your business is worth, or whether you should sell it? Let us help you answer these questions.

 
 

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Generic Financial Management plc is authorised and regulated by the Financial Services Authority. FRN 192999.
This may be checked by visiting www.fsa.gov.uk/register