Geneva Wealth

Shan is very knowledgeable and passionate about investments. I have known him for many years, trust his advice and have invested myself in the journey to financial freedom in retirement. Without hesitation I refer him to my clients to assist them with their wealth management requirements.
Oct 9th, 2019

Shan has been an absolute pleasure to work with. Until this point I had been very wary of financial advisers but that has all changed with Shan. He is clearly very knowledgeable and passionate about his topic of expertise - and he is really an expert. I am delighted to have found him and looking forward to working with him for many years to come.
Oct 5th, 2019

Having had a nightmare experience with my previous Financial Advisors I was naturally nervous about engaging a replacement. Approaching retirement I was concerned that my savings were not going to provide the income I had been led to expect. I met Shan 3 years ago at a Land Rover event and and was immediately impressed with his knowledge of the financial sector and his dedication to protecting and growing his customers assets. We met a few times to discuss possibilities for my own portfolio and I was pleasantly surprised at the depth and detail that Shan went into to find the right blend of capital growth and future income. Before proceeding with Geneva Wealth I asked for references from existing customers. I was reassured by their unreserved praise for Shan and the comfort they had gained from seeing the positive performance of their portfolios. I am now in the third year with Shan and have absolutely no regrets. My investments have grown in line with his forecasts and I now have the income I sought. Shan works harder at understanding the markets and trends than anyone Ive met. He has that unique blend of professionalism, integrity and intelligence that is so valuable in a person to whom one trusts ones financial future. David Cotton
Nov 17th, 2019

To make a long story short myself and Shan have been friends for 23 years, I had always been curious about investing but am dubious of people handling my money by nature. Around 9 years ago when Shan was taking the exams and studying to get into this profession I witnessed first hand the amount of work he had to put in to get the qualifications. In 2013 I had some spare money around me and he asked if I wanted him to invest for me, as it was him I just told him yeah get on with it. He created my portfolio about 6 years ago with real passion (he did not want to let me down lol). Anyway that was it, I was now an investor and making between 10-20% a year on my investment, and taking out profits every now and then to fund my leisure activities or whenever I needed some extra cash. I would highly recommend Shan to anyone purely because he is exceptionally good at what he does, and knows how to make you money. Pretty simple maths really.
Oct 22nd, 2019

I stumbled into investing by chance, through a mutual friend. Being very sceptical & extremely distrustful of this format, but curious, I thought a chat & a bit of understanding wont cost me anything more than time. I wasnt expecting to learn much. The state of the high street bank interest was then, as it still is, unattractive, so if I were to try & by some miracle attain a better percentage return, then this might just be worth looking at. Suspiciously, I met with Shan over 3 separate occasions, grilling him on every aspect & detail I could challenge, to reduce my concerns & eventually I decided to give it a go, albeit tentatively. Starting with small financial steps initially to test his abilities, after all Id never heard anything positive in regard to a financial advisor or investing. In fact it had been the exact opposite from anyone Id heard investing stories from before this, tales of woe, disappointment, regret & ultimately loss, which had frightened them from ever venturing again. Most people like me just dont understand investing, but I chose to monitor the first 12 months & judge for myself, surprisingly the results were decent. Therefore I became slightly braver & invested some more, which again produced better than expected results, more importantly, way ahead of any returns a high street bank could have achieved for me. Then after 3 years of assuring myself & working closely with Shan, I knew this investing format can work with the right advisor, who actively gets involved. This is what I enjoyed most, the person advising me wasnt just a faceless dedicated team member, who Ill never meet, know, will be replaced within 6 months & couldnt care less who I am, or how much Ive entrusted, or am at risk. We meet as regularly as is necessary, to plan, tweak & update strategies. So I further committed on a greater scale & yet again the percentage returns have been progressively impressive. Nine years on from when I first invested, I have no regrets, but I do have very good returns. Im glad I gave myself the chance to learn & be guided by the right type of financial advisor.
Aug 28th, 2019