What We Do

Financial Education

At Genistar, our mission is to help families solve the fundamental problems that keep them from achieving financial independence. We understand that planning your financial journey can be complicated, and sometimes daunting. Often you don’t even know where to start. There are so many questions:

  • How can I achieve my financial goals?
  • Which products are right for me?
  • Where can I get help?

Genistar is here to give you the knowledge you need to answer these questions so you can make smarter, more informed choices. In order to help you and your family along the path towards your financial goals, we offer a free Financial Game Plan (FGP) to those who qualify.

In addition to educating our clients on an individual basis through our FGP (Financial Game Plan), we also offer Financial Freedom courses for groups and organisations. Read more about our courses here.

Personalised FGP

Your personalised Financial Game Plan (FGP) is like a ‘sat nav’ for your finances. Based on your own goals and life objectives, it can show you how to get from where you are to where you want to be financially. It can give you ideas about how to reach your financial goals, pay off your mortgage and other debts early, and decide on your protection needs.

    Financial Goals

    The FGP will give you access to strategies you could use to reach your goals, such as: a house deposit, saving for your children’s education, or even a dream holiday. It can also help you plan for retirement by modelling your current level of pension savings into what you might have in the future; You’ll find out what you need to do now in order to live comfortably later.

    Debt Freedom

    The FGP will give you a clear strategy on how to pay off your mortgage faster, as well as any credit cards or other loans. The FGP will calculate the financial advantage of any overpayments, to show you the most effective strategy you can use to clear your debt. It even shows you how much interest you could save!


    With the FGP, your representative will help you to work out the most effective way to protect your income and future plans. Together, you will identify any other areas that could be beneficial to your plan, such as writing a will or finding cheaper buildings and contents insurance.

You and your Genistar rep will use your FGP to find a clear path toward reaching your financial destination. In addition, the FGP can be adjusted along the way to keep you on track. Should your needs change in the future, your Genistar Representative will be happy to help you update this valuable tool.

Products and Services

Personal Protection

Personal protection helps provide financial security for people who depend on you, should you die or become ill and is an important factor in most plans.

Although money can’t replace a loved one, it can help those left behind through the difficult times, or if you become ill it will give you peace of mind to concentrate on getting better and not worry about the finances.

Buildings and Contents

We have a specialist insurance broker providing you with peace of mind that you are protecting your home, contents, and personal possessions from loss or damage. They can also protect you if you are in a rental property or are a landlord.

Wills & Trusts

Making sure you have an up-to-date will is a crucial start to planning your legacy and providing the relevant trust for your family. We work with one of the UK's largest will writing and estate planning specialists. To provide peace of mind, they follow the Institute of Professional Will writers code.

Note - we help by providing a referral only.
Will writing is not regulated by the Financial Conduct Authority.

Pensions and Investments

We work with specialist partners to provide you with guidance on devising the best strategy to achieve your goals.

Proving guidance with what to do with your current pension pot or investments to plan for your future.

Commercial Insurance

Commercial insurance covers businesses for the financial risk of compensation claims made as a result of illness, injury, or loss of property. There is a wide range of products to choose from including professional indemnity, public liability, and more.

Debt Solutions

Our specialist provider can help with any debts including credit cards, loans, IVAs, bankruptcy, etc.

For those that are facing financial worries, we have chosen a provider that understands all about debt and the impact this has. The service is confidential, sympathetic, and is dependent on your circumstances.


Our specialist partner will support you whether you’re looking for a mortgage on a new home, or a remortgage to raise money against the value of your existing home, they will guide you every step of the way.

When you’re making such a huge financial commitment, it's important to get expert mortgage advice. Our partner will help whether you are a first-time buyer, subsequent home buyer, seeking a remortgage, or looking to purchase a Buy to Let property*

*Some Buy to Let mortgages are not regulated by the Financial Conduct Authority.


What People Are Saying

Despite having a degree and a good job, I was terrible with finances. I was just earning and spending. But now I have a clear goal, and I know that I’m headed toward financial freedom. Thank you Genistar

Isabel P.

I found myself at a Genistar meeting, and at the end, I thought, why do I not know this information? Why isn’t it taught in our educational system? But I also saw hope. I saw an opportunity to change my life financially.

Daryl H.

My Genistar rep was very helpful with explaining the different aspects of the financial plan and how to get out of debt. Very down to earth and knowledgeable. We thoroughly enjoyed our sessions with him.


For more information, please contact your Genistar representative or enquire here.

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