Genesis Financial Planning Overview

  • Type
  • Investment Advisor

  • Year Founded
  • 2008

Year Founded

  • Professionals
  • 2

Professionals

Genesis Financial Planning General Information

Description

Genesis Financial Planning is an investment advisor based in London, United Kingdom. Established in 2008, the firm provides life insurance, retirement planning, investment services, and wealth management. The assets are managed by the executive team,

Contact Information

Website
www.genesisfp.com
Year Founded
2008
Open To Secondaries
Open To First Time Funds
Institution Type
Investment Advisor
Primary Contact
Title
Founder, Founding Advisor, Investment Advisor Representative, and Independent Insurance Agent
Phone
+44
Corporate Office
  • 13 Tournay Road
  • Fulham
  • London SW6 7UG
  • England, United Kingdom
+44

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Genesis Financial Planning Commitment Analytics

PitchBook’s data visualizations help you see a limited partner’s commitments—showing a breakdown of activity by fund type and region, complete with performance metrics.

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Commitments by Fund Type
Commitments by Fund Type
Commitments by Region
Commitments by Region

Genesis Financial Planning Investment Allocations

PitchBook provides insight into a limited partner’s preferred investments, including actual and target allocations by strategy, secondary market preferences and interest in first-time funds.

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  • Target PE:
    Current PE:
    %  Actual
  • Target Real Estate:
    Real Estate:
    %  Actual
  • Target Equities:
    Current Equities:
  • Target Fixed Income:
    Fixed Income:
  • Target Cash:
    Current Cash:
Investment allocations

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