Wealth Genius is pleased to be supporting the Cardiff Private Client Summer Networking Breakfast taking place on 3rd June 2026 at Bill’s Central, Cardiff. Hosted by Private Client Network, this event brings together professionals from across the private client and professional services sector for a morning of networking, discussions, and relationship building in a relaxed […]
Wealth Genius is pleased to be supporting the 3rd National FLS and Bone Health Conference taking place at ICC Wales on 11th June 2026. This important conference brings together healthcare professionals, specialists, and industry experts involved in bone health, fracture prevention, and patient care across the UK healthcare sector. The event is expected to explore […]
The value of investments can fall as well as rise, and you may get back less than you invested.Tax treatment depends on individual circumstances and may be subject to change.Your home may be repossessed if you do not keep up repayments on your mortgage or any other debt secured on it. We’re pleased to be […]
Before your mortgage deal ends, it’s important to review your current interest rate, monthly payments, remaining term, and available remortgage options. Planning early can help you avoid moving onto a higher Standard Variable Rate (SVR) and allow you to choose a mortgage that fits your current financial situation. Reviewing your options early with a Mortgage […]
A fixed-rate mortgage keeps your interest rate the same for a set period, giving predictable monthly payments. A variable mortgage — including a tracker mortgage — can change over time, meaning your payments may go up or down depending on interest rates. Choosing between them depends on your financial situation, risk comfort and future plans. […]
Introduction Wealth Genius is pleased to be attending the BAPIO Wales Conference 2026, a key event bringing together healthcare professionals, policymakers and industry leaders to discuss the future of healthcare in Wales. Event Details Date: 18th April 2026Venue: Lecture Theatre 1, University Hospital of Wales, CardiffTime: 10:00 AM – 4:45 PM About the Event The BAPIO Wales Conference 2026 […]
Overview We are hosting an in-person session designed for healthcare professionals who want to better understand key areas of financial planning, including NHS pensions, taxation and mortgage considerations. This session brings together experienced speakers to explain important topics in a structured and accessible way, helping you build a clearer understanding of how different financial elements […]
Overview We are hosting an in-person session designed for healthcare professionals who want to better understand key financial topics, including NHS pensions, taxation and mortgage planning. This session will bring together multiple speakers to cover important areas in a clear and structured way, helping you build a better understanding of how different financial elements may […]
