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GENERATION FINANCIAL SERVICES LTD

Company
GENERATION FINANCIAL SERVICES LTD (06572193)

GENERATION FINANCIAL SERVICES

Phone: 02037 287 900
B⁺ rating

ABOUT GENERATION FINANCIAL SERVICES LTD

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

KEY FINANCES

Year
2013
Assets
£98.77k ▼ £-39.49k (-28.56 %)
Cash
£19.92k ▼ £-36.54k (-64.72 %)
Liabilities
£101.59k ▲ £32.87k (47.84 %)
Net Worth
£-2.82k ▼ £-72.36k (-104.05 %)

REGISTRATION INFO

Company name
GENERATION FINANCIAL SERVICES LTD
Company number
06572193
VAT
GB137470706
Status
Active
Categroy
Private Limited Company
Date of Incorporation
21 Apr 2008
Age - 11 years
Home Country
United Kingdom

CONTACTS

Website
generationfs.co.uk
Phones
02037 287 900
Registered Address
CHARLES LAKE HOUSE CLAIRE CAUSEWAY,
CROSSWAYS BUSINESS PARK,
DARTFORD,
KENT,
DA2 6QA

ECONOMIC ACTIVITIES

66110
Administration of financial markets

LAST EVENTS

07 Jul 2016
Total exemption small company accounts made up to 31 March 2016
21 Apr 2016
Annual return made up to 21 April 2016 with full list of shareholders Statement of capital on 2016-04-21 GBP 10,000
11 Jun 2015
Total exemption small company accounts made up to 31 March 2015

CHARGES

29 March 2012
Status
Outstanding
Delivered
5 April 2012
Persons entitled
Ingenious Resources Limited
Description
Right title and interest in bsp and the benefit of all…

See Also

GENERATION FINANCIAL SERVICES LTD DIRECTORS

Shailesh Patel

  Acting
Appointed
21 April 2008
Role
Secretary
Address
13 Austin Friars, London, United Kingdom, EC2N 2HE
Name
PATEL, Shailesh

Shailesh Patel

  Acting
Appointed
21 April 2008
Occupation
Independent Financial Adviser
Role
Director
Age
52
Nationality
British
Address
13 Austin Friars, London, United Kingdom, EC2N 2HE
Country Of Residence
England
Name
PATEL, Shailesh

Andrew Waller

  Acting
Appointed
24 March 2010
Occupation
Financial Adviser
Role
Director
Age
60
Nationality
British
Address
13 Austin Friars, London, United Kingdom, EC2N 2HE
Country Of Residence
England
Name
WALLER, Andrew

Alan David Webb

  Acting
Appointed
01 July 2012
Occupation
Director
Role
Director
Age
65
Nationality
British
Address
13 Austin Friars, London, United Kingdom, EC2N 2HE
Country Of Residence
England
Name
WEBB, Alan David

Marc Barnes

  Resigned
Appointed
21 April 2008
Resigned
18 July 2013
Occupation
Financial Advisor
Role
Director
Age
50
Nationality
British
Address
67 Centre Drive, Newmarket, Suffolk, CB8 8AW
Country Of Residence
United Kingdom
Name
BARNES, Marc

REVIEWS


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Very good according to the company’s financial health.