Matthew
Wood
Director
Chartered Financial Planner
As a major shareholder, Matthew represents second generation ownership of Genesis Wealth Management Limited, continuing the founding principles of dedicated holistic financial planning advice for all our clients.
Having joined in 2004 after graduating from the University of Nottingham, with a Master’s Degree in Mathematics, he quickly established himself as an integral and key member of our entrepreneurial team taking a lead role in our adoption of fund platform technology and computerised office systems. He is now a major driving force behind next generation business developments retaining that friendly “family-owned” approach but with corporate disciplines and skill levels.
He gained Chartered Financial Planner status in 2012 and has an excellent knowledge of all investment, pension and taxation matters which has proved invaluable to his longstanding and varied client base.
He is a devoted family man, having three young children and is perfectly placed to appreciate the importance of having a financial plan that is constantly monitored and reviewed to be able to adapt quickly to changing personal and financial circumstances.
Liz
Evans
Financial Adviser
Chartered Financial Planner
With over 20 years in financial services, Liz is one of the most experienced members of our national advisory team. She joined Genesis in 2007, becoming a registered financial adviser in 2009 and achieving Chartered Financial Planner status in 2011. Liz has contributed significantly to the development of the business, helping to integrate many of the firm’s systems and procedures, as well as training and mentoring other members of the team.
Liz also plays a key role in our relationship with the Financial Conduct Authority (FCA) ensuring that Genesis Wealth Management Limited remain fully compliant with all industry guidelines and initiatives during this period of ever-increasing regulation.
Her attention to detail and commitment to providing the highest quality customer service are greatly appreciated by her clients.
Liz’s idea of relaxing may be a little hectic for most of us as she is an avid follower of Formula One.
John
Tuffield
Financial Adviser
Having joined Genesis in 2006 as part of our graduate recruitment programme, impressing with his BA (Hons) in accounting and Finance, John quickly established himself as an integral part of our busy and successful Manchester team. John is a much-respected financial adviser and has achieved the Diploma in Financial Planning. He is now working towards his Advanced Diploma with the goal of achieving Charted Financial Planner status.
His maturity and experience are recognised and valued by his diverse client base who recognise his meticulous approach and attention to detail.
John has always been a committed sportsman, but these days is more an avid follower rather than participant due to injuries and general work and family commitments. He does however still manage the occasional game of golf and hopes to play more when his existing responsibilities will allow.
Jane
Nelson
Administrator
Jane has now been supporting our Manchester team for over a decade. Before joining Genesis Wealth Management Limited, she had been working as an administrator within the financial services sector for a similar period in a wide variety of roles, gaining invaluable experience. She is the holder of a Level 3 Award in Financial administration and is responsible for the demanding day to day administration in our busy Manchester office.
Her calm and unflustered approach to work and life challenges is a trait much admired by her colleagues and family and her ability to support and guide newer team members is an undoubted strength.
Paul
Clement
Paraplanner
Paul is an experienced senior administrator with strong customer service experience from working with regulated professional services and higher education clients, and provides our Office Manager function here in Manchester.
He graduated from the State University of New York College at Brockport in 1997 with a Batchelor of Arts in English and
obtained a Professional Diploma in Management Studies in 2008. He served three years in the United States Army Infantry before moving to the UK in 2002 to help establish a
successful locally-based marketing consultancy business.
Paul joined Genesis Wealth Management Limited in 2017 to pursue his goal of a long-term career in financial services. His humour, energy and attention to detail are a welcome addition to our eclectic team.
Terrae LAWRENCE-TULLOCH
Administrator
Terrae joined our Manchester team in September 2019 with over five years administrative experience. Before joining Genesis Wealth Management Limited, Terrae gained industry knowledge and experience in investments, financial protection and pensions having worked previously in a large financial advisory firm.
Graduating from Keele University, following the completion of her undergraduate and postgraduate degrees, Terrae is now looking to further her career through working towards her Certificate in Regulated Financial Planning.
Kara Hull
Graduate Trainee
Kara is an integral part of our next generation of advisers. Having joined the Manchester team in 2020, Kara has successfully completed the Diploma in Financial Planning and has her sights on the Advanced Diploma and ultimately Chartered Financial Planner status.
She graduated from Queen’s University of Belfast with a Master’s Degree in Economics. After taking some time out to travel around Australasia, Kara is now eager and determined to make a success of her chosen career path.
She has made an instant positive impact with her new colleagues, becoming more involved on the advice side and increasingly interacting directly with clients. Her energy and willingness to tackle all designated projects is admirable.
lisa
Graduate Trainee
Lisa successfully made the change over to financial services following her initial career in the Ministry of Defence.
Joining the team in 2021, Lisa has since completed the Diploma in Financial Planning with aspirations to become a financial adviser. Together with the other trainee advisers, Lisa is seen as the future of the Manchester advisory business.
Lisa is married, with a young daughter, which helps her to understand and appreciate some of the challenges faced by younger clients.
LEWIS MILES
Graduate Trainee
Lewis joined the Manchester team in 2022. Having previously worked for Bank of New York Mellon, a position which was entirely working-from-home, Lewis has adjusted
brilliantly to an office based environment, learning a lot in a short space of time and now using that knowledge to help and support colleagues.
Lewis is one exam away from completing his Diploma in Financial Planning before he moves on to the Advanced Diploma and Chartered Financial Planner.
A big Spurs fan, he frequently tops the office Fantasy Football league, with his strong analytical skills helping him to make the most out of team selections as well as investment fund portfolios.
KANE FERNANDES
Graduate Trainee
Kane is the latest addition to the Manchester team. He only joined in December 2023, however since then he has successfully fulfilled his initial training as well as studying in
his free time, and is now close to completing his Diploma in Financial Planning. The ultimate goal is to become a Chartered Financial Planner.
He comes with a background in retail across many customer facing roles and most recently worked at Skipton Building Society for 4 years before joining us. During this time Kane gained a large amount of professional customer service experience and whilst at Skipton helped clients with their saving needs.
Kane has fast become a positive addition to the working environment with his outgoing nature and willingness to be part of the team.