Genesis Wealth Management Limited

Reference number: 219945

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

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.

In the full report: 3 background checks

  • When generatewealth.co.uk first appeared online, and whether it can receive email
  • What kind of line 0161 914 9230 is
  • Who else gives the postcode M2 3WQ
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Other names (1)

If you were contacted under any of these names, it is this firm.

  • Genesis Wealth Management Ltd Former name

FCA permissions and consumer protection

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (5 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Making arrangements with a view to transactions in investments

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.

Concerns on the company record

  • Confirmation statement is overdue at Companies House.
Company number
04548286
Company status
Active
Company type
Private limited company
Incorporated
30 September 2002 (24 years old)
Registered office
Enterprise House, 2 Pass Street, Oldham, OL9 6HZ, England
Nature of business
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Directors and company secretaries

Name Role Born Appointed Other companies
John Alexander Morrison Director Jun 1966 23 May 2003 1 other company
Matthew John Wood Director Jun 1981 1 Jan 2018 1 other company
Melanie Clair Elder Director Jul 1986 1 May 2024 None
Daniel Martyn Longwe Director Sep 1991 1 May 2024 None
John Michael Tuffield Director Feb 1981 9 Sep 2024 1 other company
Marina Wood Secretary Not published 15 Apr 2019 –

Other companies run by these 5 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 companies
2
closed down
1
run together
1

In the full report: all 2 companies, named

  • What each company does, and whether it is still trading
  • Which of these 5 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 1 company these 5 directors run together
  • All 7 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 December 2025Small company accountsNot audited

Net assets

£2.11m

+18% from £1.79m

Cash at bank

£104k

+31% from £79.3k

Employees (average)

22

No earlier figure to compare

Owed within a year

£266k

+16% from £229k

Assets and liabilities

In the full report: all 7 years of accounts

  • Every year from 2019 to 2025
  • The chart, over every year
  • Every filed figure, year by year
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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.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company 04548286. 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 Management’s history from the FCA register and Companies House, newest first.

Key events (10) All events (20)

2023

9 March 2023

  • Genesis Wealth Holdings Limited took control (75–100% of shares)

Companies House

2022

15 March 2022

  • Changed its registered name from "Genesis Wealth Management Ltd"

FCA register

2019

3 April 2019

  • John Alexander Morrison stopped being a part-owner
  • John Stephen Wood stopped being a part-owner

Companies House

2016

1 August 2016

  • John Alexander Morrison became a part-owner (25–50% of shares)
  • John Stephen Wood became a part-owner (25–50% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2002

11 December 2002

  • Regulated by the Financial Services Authority from this date
  • Became authorised by the FCA

FCA register

30 September 2002

  • Incorporated at Companies House

Companies House

In the full report: all 20 events

  • All 20 events in its history (10 shown here)
  • Every director appointment and resignation: 7
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Firms like Genesis Wealth Management

Other firms of the same type (financial adviser), nearest first.

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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 Management

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 2 other companies its directors have run, named
  • 3 background checks on its contact details
  • 7 years of accounts, charted
  • All 20 events in its history

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Frequently asked questions about this firm

Is Genesis Wealth Management Limited FCA authorised?
Yes, Genesis Wealth Management Limited (FRN 219945) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since December 2002 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Genesis Wealth Management’s phone number and website?
The FCA register lists the phone number 0161 914 9230 and the website generatewealth.co.uk for Genesis Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Genesis Wealth Management a scam or clone?
Genesis Wealth Management is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Genesis Wealth Management?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Genesis Wealth Management to the Financial Ombudsman Service, free of charge.
Who owns Genesis Wealth Management?
Genesis Wealth Management is owned by Genesis Wealth Holdings Limited, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 9 March 2023. Before that, it was controlled by Mr John Alexander Morrison and Mr John Stephen Wood.
Who runs Genesis Wealth Management?
Companies House lists 5 directors of Genesis Wealth Management: John Alexander Morrison, Matthew John Wood, Melanie Clair Elder, Daniel Martyn Longwe and John Michael Tuffield.
How long has Genesis Wealth Management been in business?
The company was formed on 30 September 2002, and has held its current FCA authorisation since December 2002.
What do Genesis Wealth Management’s latest accounts show?
Its latest accounts, to 31 December 2025, show net assets of £2.11m (+18% from £1.79m) and cash at bank of £104k (+31% from £79.3k).
Does Genesis Wealth Management use any other names?
It has previously used the name Genesis Wealth Management Ltd.

Sources and links

The full report on Genesis Wealth Management Limited

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