Genesis Wealth Creation Limited
Reference number: 597669
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Appointed representative
This firm does not hold FCA authorisation of its own, and acts under a principal firm, which is legally responsible for its regulated business.
- Appointed for 13 years
- Protected through the principal
- No FCA actions
- Active company since 2013
- Accounts filed up to 31 January 2026
Responsible principal firm
Quilter Financial Limited Reference number: 497604 View firm →What does this mean?
- An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
- Genesis Wealth Creation Limited (FRN 597669) is an AR of Quilter Financial Limited (FRN 497604). When you use Genesis Wealth Creation's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from Genesis Wealth Creation, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
- Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
Website, phone number and address
Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.
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Phone number
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Address
27 Home Close, Bubbenhall, Coventry, West Midlands, CV8 3JD, United Kingdom
In the full report: 3 background checks
- When genesisltd.co.uk first appeared online, and whether it can receive email
- What kind of line 024 7651 1995 is
- Who else gives the postcode CV8 3JD
Other names (2)
If you were contacted under any of these names, it is this firm.
- Premier Financial Consultancy Limited Former name: A name it was registered under before.
- Simply Invest Former trading name: A name it used to trade under.
FCA permissions and consumer protection
- Protection through the principal firmProtection works through Quilter Financial Limited, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
- Complaints Ombudsman, freeYou can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
FCA disciplinary action and complaints
No FCA disciplinary action.
The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.
Companies House record
The company behind the firm: its status, age, registered office and directors.
- Company name
- GENESIS WEALTH CREATION LTD
- Company number
- 08383104 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 31 January 2013 (13 years old)
- Registered office
- 27 Home Close, Bubbenhall, Coventry, CV8 3JD
- Nature of business
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- Other activities auxiliary to insurance and pension funding (SIC 66290)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Roy Henry Perry | Director | Oct 1960 | 31 Jan 2013 | 1 other company |
| Sarah Diane Perry | Director | May 1971 | 31 Jan 2013 | 1 other company |
Other companies run by these 2 directors
A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.
- other company
- 1
- closed down
- 1
- run together
- 1
In the full report: all 1 company, named
- What each company does, and whether it is still trading
- Which of these 2 directors sit on each board, and since when
- Any that went into liquidation or administration
- The 1 company these 2 directors run together
Filed accounts and finances
Net assets
£68.7k
+32% from £51.9k
Cash at bank
£96.6k
+29% from £75.1k
Owed within a year
£34.0k
+11% from £30.6k
Net assets
In the full report: all 7 years of accounts
- Every year from 2020 to 2026
- The chart, over every year
- Every filed figure, year by year
About these figures
- Turnover
- Money taken from sales in the year, before any costs.
- Profit before tax
- What was left after the year’s costs, before corporation tax. A minus figure is a loss.
- Net assets, or total equity
- Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
- Total assets and total liabilities
- Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
- Cash at bank
- Money in the company’s accounts on the last day of the year.
- Owed within a year, owed after a year
- Debts and bills due in the next twelve months, and those due later.
Accounts filed at Companies House for company 08383104. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.
Key dates in its history
Genesis Wealth Creation’s history from the FCA register and Companies House, newest first.
2016
6 April 2016
- Roy Henry Perry became a part-owner (25–50% of shares)
- Sarah Diane Perry became a part-owner (25–50% of shares)
Companies House
11 January 2016
- Changed its registered name from "Premier Financial Consultancy Limited"
FCA register
2013
20 March 2013
- Became an appointed representative
FCA register
31 January 2013
- Incorporated at Companies House
Companies House
In the full report: all 9 events
- All 9 events in its history (5 shown here)
- Every director appointment and resignation: 2
Firms like Genesis Wealth Creation
Other firms of the same type (financial adviser), nearest first.
In Coventry
Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.
Get the full report on Genesis Wealth Creation
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 1 other company its directors have run, named
- 3 background checks on its contact details
- 7 years of accounts, charted
- All 9 events in its history
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Frequently asked questions about this firm
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Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk