Generic Financial Management plc – about us

The Generic Wealth Management Solutions Programme

Generic Financial Management has been advising clients on wealth matters for over 20 years, from offices in Hertfordshire. We provide a personal service, tailored to the specific needs of every client.

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.

What is our role?

To understand your goals and objectives clearly
To develop the right strategy to achieve those goals
To minimise your tax liabilities
To minimise any risks (or help you understand the risks)
To provide education regarding investments
To develop an appropriate investment strategy
To monitor progress toward objectives
To review the strategy on a regular basis

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

The Generic Primary Review™
The Generic Wealth Management Inventory™
The Generic Needs Analysis™
The Generic Financial Solutions Programme™
The Generic Asset Model™
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. If you are interested in discussing your requirements in more detail then please call us on 01438 822005 or email us at info@gfm-plc.co.uk

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