Wealth Genius is a specialist financial planning firm operating within the Quilter Financial Planning network, providing regulated advisory services. We have developed in-depth knowledge of the NHS Pension Scheme and understand the career paths of hospital doctors, GPs, dentists and locums.
We are committed to delivering a personalised, face-to-face service. Clients work directly with an experienced adviser who takes the time to understand their individual circumstances, objectives and long-term plans. Our approach focuses on clarity, continuity and building lasting professional relationships based on trust and transparency.
At Wealth Genius, our approach is simple: we focus on what matters to you, explain things in plain English, and stay by your side as your plans take shape. We blend research, market insight and smart planning with a genuinely personal service—so you feel supported, informed, and in control, not overwhelmed.
We know life is busy, so we make it easy to get started. Our goal is to respond to every enquiry within two working days. You can meet us in the way that suits you best—at your home or workplace, online, or in our private meeting room in Cardiff. And if you’re further afield, we’ll still make it work.
Whether you’re looking for help with retirement planning, wealth planning, or estate planning, your first meeting is completely free—with no catch and no obligation. We love what we do, and we aim for that to come through in the way we listen, the clarity of our advice, and the ongoing support we provide.
If you’re ready for guidance you can trust—and a team that’s genuinely on your side—we’d love to speak with you.
FPFS, Certs CII (MP), MBA, Chartered MCSI, ceMAP, STEP
Featured below are the ones our clients ask for most frequently.
Excellent, swift, open and honest advice provided to help me plan for my retirement in 0years time
Dinesh has been an invaluable source of knowledge and support in all aspects of our financial planning and I regularly recommend him to family, friends and colleagues.
Professional, friendly, very responsive to questions and explained answers to my questions so that I can understand.
Professional, friendly, very responsive to questions and explained answers to my questions so that I can understand.
