Welcome to Genus
A bit about us
Genus Financial & Estate Planning specialises in true Generational Lifestyle Financial Planning, legal documentation, consultancy and advisory services to Client’s across Kent, Thanet and the South East.
Services include advice on and the preparation of Financial Plans, Wills, Trusts, Estate Planning, Lasting Powers of Attorney, Inheritance Tax reduction, Deeds of Variation, Legacy Planning, Probate, Lifetime Cash Flow Modelling, Financial Coaching and all the associated legal work that goes with these things. We provide a comprehensive planning service that deals with all aspects of Wealth Preservation, Generational Financial & Estate Planning and Legal documentation.
Our highly qualified and experienced team has over 85 years’ experience of operating in and advising on all such matters. Please do get in touch to find out how we may be able to help.
Who we are
Ian S Painter
Managing Director and Lead Financial Planner
Ian has been practicing as a Financial Planner and Estate Planner in Kent for over 35 years and is one of the most highly qualified in his field. In addition to being a Chartered Financial Planner, a Certified Financial Planner Professional, Chartered Wealth Manager and Associate Member of the Society of Trust & Estate Planners STEP, Ian holds numerous further qualifications in this and associated fields. It is with this wealth of knowledge and experience that Ian has helped countless clients meet their lifetime goals, preserve and pass on wealth, reduce tax, retire and generally to live life with purpose.
Ian has overall responsibility for the business and specialises in working with Professionals and business owners at or near retirement. Ian has built, purchased and sold several businesses himself over the years, so understands the emotional and personal challenges that this can bring – it is never just about the money aspects. Ian is forward thinking and continually investigates options for growth and improvement. Personal development is important to Ian and he regularly attends Financial Planning and coaching courses both in the UK and abroad. As well as his professional qualifications Ian is a qualified Life and Business Coach, a Master Neurolinguistic Programming Practitioner and has been awarded Certified Game Planner Practitioner from the Life Planning Academy.
Outside of work Ian has a passion for travel incorporating his love of fishing and golf and he enjoys long walks on the beach with his beloved dog Shandy.
Nigel joined our team in early 2021 as an Estate Planner specialising in Wills, Trusts, Lasting Powers of Attorney, Probate, Inheritance Tax Planning and associated legal matters. Having worked in customer service roles his whole career he has vast experience in listening to Clients, understanding their needs, and then presenting solutions to them. He has held senior management roles within large corporations but prefers to be talking directly with and helping Clients 1-2-1. Since joining, Nigel has undertaken lots of specialists training in the fields of Wills, Trusts, legal document preparation and Estate Planning matters as well as Lifestyle Financial Planning. Nigel has been awarded Certified Game Planner Practitioner from the Academy of Life Planning and specialises in working with those experiencing a life change event such as a marriage, divorce, the birth of a child, a bereavement or an elderly relative needing to get their affairs in order.
Nigel’s responsibilities include advising Clients on Estate Planning matters, developing new opportunities, review and implementation of Wills, Trusts, Lasting Powers of Attorney and other legal papers, as well as general client & legal team liaison and marketing. Nigel is also responsible for our professional introducer relationships such as Accountants and regulated financial advisers.
Nigel lives in Broadstairs, Thanet and outside of work is a mad keen golfer and is known to take his partner Sam on a spin around the dance floor. He has a young grandson called Wolfie who keeps him on his toes, and he enjoys spending time in the garden and travelling.
Anita is our Executive Assistant and is in charge of all administration, finance and business operations. Anita has worked for Ian for the last 20 years now (she deserves a medal for that alone!) and has over 35 years direct experience in Banking and Financial Planning.
Anita holds professional qualifications in the fields of Financial Planning and has recently completed a course with the Academy of Life Planning to become a Certified Game Planner Practitioner.
Anita is responsible for the day to day running of Genus Financial & Estate Planning including finance and accounting, assisting Ian and Nigel with legal documentation preparation and other Estate Planning matters, administration including controlling the database, Client and Provider liaison and diary management. She enjoys the day to day buzz of operations, controlling workflows, speaking with Clients and developing long term strategic Financial and Estate Planning solutions.
Anita lives in Maidstone, Kent with her Partner and their 2 rescue dogs. She enjoys long walks with her dogs and holidays both abroad and in the UK. She also likes a good dance now and then and is a Chelsea fan.
general office administration
Samantha takes care of general office administration, provider liaison, document preparation and other office functions. She has over 10 years’ experience of working in Financial & Estate Planning as well as being a qualified holistic therapist. Samantha has attended many personal development courses over the years encompassing personal coaching, life planning, counselling and neurolinguistic programming.
Samantha has lived in Thanet all of her life and enjoys travel, walking her dog, spending time with her family and golf.