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.
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.
Services We Offer:
- Pension Advice
- Investment Management
- Wealth Management
- Tax Planning
- Estate Planning
- Insurance Advice
- Mortgage Advice
- Savings and ISAs
- Financial Risk Assessment
Our Locations:
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Main Office - Chadwick Place, High Street, Codicote, Hitchin, SG4 8XD
01438 822005
Business Name
Generic Financial Management
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