Why work with Generation Financial Services?
Our pricing policy is based on competitive fees, not commission, which drives your costs down and ensures unbiased recommendations.
You get access to the whole of the market, making it easier to select the products and services that best suit you.
Plus, if you’re a corporate client, we’ll meet with your employees at regular intervals to make sure they understand the benefits programme. Our employee helpline also provides valuable advice.
Generation Financial Services was established in 2008 to provide consultancy, advice, management and administration of employee benefits and personal financial planning. The business is owned and managed by Shai Patel and Andrew Waller, whose philosophy is built around a core belief of treating all stakeholders fairly, professionally and with integrity.
This means you can expect honest pricing, truly bespoke advice and a consistent service proposition. It means you can look forward to positive results and a long-term relationship with a provider that always has your needs in mind.
Use our simple tool to help you find the best interest
Our job is to help you feel confident about your finances – from your current position to planning for the future. We work with businesses, families and individuals to take stock of what’s happening right now, find out your goals for the future and give you impartial, unbiased advice on the investments and strategies that are best for you.
For companies, we focus on employee benefit schemes – pensions, protections, insurances and share schemes, offering expert management, clear reporting and a partnership that works for your business.
Our personal clients benefit from completely independent advice, access to products across the whole market and a long-term relationship that helps you plan your life with confidence.
to read more about Generation Financial Services.
How can we help?
Attract and retain the very best talent for your business with our employee benefit solutions.
Steer your business through the complex world of pension auto-enrolment.
A simple tool to help you find the best interest rates.
Generation Financial Services Limited is listed in the SIFA Directory of Professional Financial Advisers which is endorsed by the Law Society.
"Trustworthy and honest. The attention to detail and explanation of mortgages, pensions and financial investments is by far the best I have come across, and I have worked in the financial services industry for many years. I would highly recommend Generation Financial Services to everyone, as I have already to my friends and family."
“Exactly what you need from a Financial Adviser, trustworthy and honest. The attention to detail and explanation of mortgages, pensions and financial investments is by far the best I have come across, and I have worked in the financial services industry for many years. I would highly recommend Generation Financial Services to everyone, as I have already to my friends and family.”
“Generation Financial Services took time and effort to ensure that we had all the information we required and were always available for any questions and support. We’re looking forward to an ongoing relationship where they monitor our financial position and provide continued advice to ensure that we make best use of our finances and help us maximise the value in our estate.”
“Generation Financial Services has provided us with an exceptional level of proactive support and professional and expert advice in a friendly, efficient and well explained manner. Their service provides a smooth transition away from our previous large, well-known firm of advisers. We have had fantastic feedback from employees and the Union. Generation Financial Services is a professional company with whom it’s nice to do business.”
“I am delighted with the service provided by Generation Financial Services. They conducted a thorough review of my situation and financial assets, before providing a very comprehensive report advising me on the various actions I should consider. It is great to know the team is looking out for my best interests.”
Generation Financial Services Limited is authorised and regulated by the Financial Conduct Authority. Generation Financial Services Limited is registered in England and Wales No. 6572193. Registered Office: Charles Lake House, Claire Causeway, Crossways Business Park, Dartford, DA2 6QA. VAT Registration No. GB 137470706. The guidance within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK. The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its