Personal financial planning

Plan for your future, save money and manage
your wealth with expert, independent financial
advice and products.
Start making plans...

Employee benefit services

Attract and retain the very best talent for your business with
comprehensive, affordable employee benefit solutions.
Improve your benefit packages…

Automated advice

Get personalised investment recommendations
with our automated advice solution that will help
you invest wisely.
Try it for yourself…

Personal finance portal

Access your finances 24/7 through our secure Personal
Finance Portal to see your complete financial picture in
seconds – any time, any place.
Register now to get started…

Manage auto-enrolment

Steer your business through the complex world of pension
auto-enrolment with the right advice, management,
administration and servicing.
Talk to our pension experts…

Clever cash savings

Use our simple tool to help you find the best interest
rates out there, invest and manage your
money with ease.
Boost the value of your savings...

The simple way to sort your finances

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.

Download our brochure to read more about Generation Financial Services.

How can we help?

Personal financial planning

Plan for your future, save money and manage your wealth with expert financial advice.

Employee benefit services

Attract and retain the very best talent for your business with our employee benefit solutions.

Automated advice

Get personalised investment recommendations with our automated advice solution.

Personal finance portal

Access your finances 24/7 through our secure Personal Finance Portal.

Manage auto-enrolment

Steer your business through the complex world of pension auto-enrolment.

Clever cash savings

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.

"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."

Mark Sutherland, Barclaycard Commercial Payments

Clients we work with:

“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.”

Mark Sutherland, Barclaycard Commercial Payments

“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.”

Mr & Mrs Peacock

“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.”

Jan Toppari, Fortum O&M (UK)

“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.”

Sue Williams

Get in touch

We’d love to meet with you in your office, at home or at a mutually convenient location, or we can speak on the telephone if that suits you better. Simply call us on 020 3728 7900 or send us an email to start a conversation.