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Generic Financial Management plc

Chadwick Place

High Street

Codicote

Hertfordshire

SG4 8XD

 

Tel: 01438 822005

 

 

CII
 

Generic Financial Management – testimonials

 
The Generic Wealth Management Solutions Programme
 
 
 
 

Please find below a list of current testimonials we have received. If you have used our services and would like to leave us a testimonial, please do contact us.

The Executive Results Programme® for Business

I met up with Paul when my business moved from a "one man band" to a larger commercial enterprise. His advice was invaluable right from the start and enabled me to devise a clear business strategy. Now in year three of the programme we measure results against quarterly targets and I'm building tangible value within the business.

The 7 year plan is for the business to become my commodity, with the aim of selling or for it to provide me with an ongoing income stream (pension), without my direct input when I reach the ripe old age of 50.

The sessions I have with Paul are often very challenging (and sometime quite an emotional journey) as they force you to think strategically about your business and how you interact with it. Often the observations are surprising, sometimes they are more obvious.

Interestingly, Paul helps tease out ideas that have been running through my head for weeks/months and his programme enables me to formulate measurable objectives from these, often quite nebulous, thought processes.I now really understand and believe that business is a process.

My company is there to provide me with both an income and a capital value. I aim to detach myself from my business; let it be the brand - not me! So it can continue to be my cash pot for years after I have no more direct involvement with the day to day operations.

Without Paul's direct involvement I might never have made these basic connections and could be slaving away aged 60 with no real value in the balance sheet and no clear exit plan.

Sophie White CTA
Total Tax Limited

 

The Executive Results Programme® for Business

My company was stagnating, perceived, rightly or wrongly, as just another IT service provider. Engaging with Paul Thomas and enrolling on the Executive Results Program changed all that. Not only is Paul a likeable chap he is an extremely astute wealth manager and business mentor. He, and his fascinatingly unique program, encouraged me to completely re-think my business strategy, and helped me to develop the focused, highly technical, well capitalised and efficient operation I now control.

And contrary to my original belief that this would cost a lot of money and time, it has actually resulted in quite the opposite. If you feel overworked and under-achieving then I would have no hesitation in recommending this program to you. If you already see yourself as successful then this will help to make you more successful, and for the long term.

Tony Richardson CISSP MSCert.
Managing Director
Octree Limited

 

The Executive Results Programme® for Business

On behalf of my co-directors and myself, I wish to express our appreciation for your company's contribution to the success that our company has achieved over the last two years.

In that time the company has completely turned around and our change in individual attitude and approach to the management of the business, encouraged by your expertise, has without doubt contributed to that.

As a result, our turnover has substantially increased and each of us is considerably more focused towards increasing profit and client growth. In addition we have employed additional staff and moved to larger premises.

We are now starting our third year with Generic Financial Management and we are very much looking forward to your continued guidance in furthering the development of our company.

Richard J Tully TEP
Managing Director
Teaco Associates

 

The Executive Results Programme® for Business

If memory serves me correctly, we are not far short of starting our fourth year in the Executive Results Program. Thanks to you, and our regular meetings, the systems and processes now developed have facilitated the business running in a more efficient, less time consuming and certainly more profitable manner.

Having you holding our hand during this period has been, without doubt, our most valuable "asset", and I would like to thank you for your past and continuing conscientious input. It is greatly appreciated.

Russell Jameson
David Jameson Limited

 
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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