Generic Financial Management plc

Chadwick Place

High Street

Codicote

Hertfordshire

SG4 8XD

Tel: 01438 822005

The Generic Wealth Management Solutions Programme™

Do you want to protect your wealth from the burden of higher taxes and the unpredictability of stock market linked investments?

Wealth creation can be likened to a journey – buying your first house, starting your first business, investing your savings, and planning for your retirement. Protecting your wealth at each stage of the journey requires a strategy and careful planning to protect it from the burden of taxation and the unpredictable performance of the stock market.

The Circle of Wealth™ is a key component of the
Generic Wealth Management Solutions Programme™

Generic Wealth Management Solutions Programme has been designed specifically to provide clear advice so that you can make informed decisions on how you manage your wealth. So if you're looking to create wealth, protect your existing wealth, plan for retirement, extract money from your business in the most tax efficient manner or pass your wealth on to your family we can help you.

Our Generic Wealth Management Solutions Programme incorporates a six-stage financial planning process:

1. The Generic Primary Review™
2. The Generic Wealth Management Inventory™
3. The Generic Needs Analysis™
4. The Generic Financial Solutions Programme™
5. The Generic Asset Model™
6. The Generic Benchmark Review™

The first stage is the Generic Primary Review, which is a no-obligation one-hour free consultancy session to ascertain whether or not we can help you.

What can I expect?

The Generic Wealth Management Solutions Programme aims to:

• Reduce your tax burden
• Improve your cash flow
• Maximise the returns from your investments whilst reducing risk
• Provide for your retirement
• Minimise inheritance tax
• Provide sound strategies for extracting money from your business.

Is the Generic Wealth Management Solutions Programme™ suitable for me?

When clients first come to see us they have often accumulated significant wealth in various forms, such as cash and property assets, business and commercial assets and a myriad of financial products ranging from ISAs to pensions.

Often, clients spend much of their time and money administering their financial affairs through an existing professional adviser without a clear, coherent, client-centric planning strategy which identifies what they actually want to achieve and when.

The Generic Primary Review™ is a simple and effective financial planning tool which quickly reviews where clients are on The Circle of Wealth™ – where they have come from and where they would like to be in the future to achieve the results they desire.

The tool looks at their accumulated capital, business assets, property, cash flow, inflows and outflows, retirement objectives, savings and investments, wills and intentions, family and philanthropic trusts and we ask how they would like their accumulated wealth to be administered during their life, in the event of death or disablement and in perpetuity for future generations and what issues, values and principles are most important to them.

		The Generic Primary Review™ Download the Generic Primary Review™ tool – within it you will find The R Factor™ Question and financial planning questions. Click here >>>

Want to arrange a Generic Primary Review™?

Download the Generic Primary Review™ document (above) and telephone 01438 822005 to arrange a no-obligation Generic Primary Review™ meeting.

We can also help business owners or company directors looking for a tax-efficient income or exit strategy via a business sale by maximising the new Entrepreneurs Relief in conjunction with other reliefs.

How can I learn more?

If you are still unsure as to whether or not the Generic Wealth Management Solutions Programme™ is right for you, then call us and arrange your own private one-to-one consultancy session to discuss your needs in more detail.