Generic Financial Management logo block    
 

 

Generic Financial Management plc

Chadwick Place

High Street

Codicote

Hertfordshire

SG4 8XD

 

Tel: 01438 822005

 

 

CII
 

Wealth management strategies from Generic Financial Management

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

The Executive Results Programme   The SME index

Executive Results Programme™ for business

Identify, achieve and maintain your desired future lifestyle without fear of ever running out of money.

Executive Results Programme™ for business

 

Generic SME Index™

The Generic SME Index™ provides sound strategies for extracting money from your business.

Generic SME Index™

The SME index   The SME index

Generic Wealth Management Solutions Programme™

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

Generic Wealth Management Solutions Programme™

 

Enhanced Value Creation™

Find out what your business could be worth with our unique FREE Enhanced Value Creation™ report

Enhanced Value Creation™

Divorce mediation for high networth individuals   Divorce mediation for high networth individuals

The Generic Divorce Mediation Programme™

Find the most tax efficient way to divide your assets and protect your long term wealth as part of a divorce settlement.

The Generic Divorce Mediation Programme™

 

Generic Financial Management blog

Read the latest blog postings on wealth management and financial planning.

Generic Financial Management blog

About Generic Financial Management

Generic Financial Management has been advising clients on wealth matters for over 20 years. 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 then we can help you.

Generic Financial Management

 

Who we work with

We tend to work with private clients and successfull business owners who have already acculmulated a certain level of assets in cash, property, equity and intellectual capital who are responsible for their own wealth creation. Read what they think about our programmes.

Who we work with

 
 
 
 
 
 
 
                 

Generic Financial Management plc is authorised and regulated by the Financial Conduct Authority. FRN 192999.
This may be checked by visiting www.fca.org.uk/register