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Posted on May.09, 2016 by in Latest News

Did you know 7 out of 10 homeowners could reduce their rate and save money by moving their SVR mortgage? You could make a saving on your monthly mortgage payment by switching to a new deal. Generally speaking, when rates are low it’s a good time to consider your remortgage options. Check out the latest update published by Virgin Money or… more


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Three minutes with…Warren Dunn

Posted on May.06, 2016 by in Latest News

Who does what in our business? Like most websites, we have a ‘Meet the team‘ page, which tells you a bit about each of our team members. But in this news feature, ‘Three minutes with…’ we delve into their lives a little bit further – both inside and outside the office. You have already met Jacky, our Operations Manager.  Next up is… more


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SIFA Professional – compliance and business support for Generation Financial Services

Posted on May.06, 2016 by in Latest News

Generation Financial Services Limited is listed in the SIFA Directory of Professional Financial Advisers which is endorsed by the Law Society. SIFA (Solicitors Independent Financial Advice) was founded by a solicitor in 1992 with the objective of facilitating solicitors’ involvement in financial services matters, and it now provides support services to approved financial advisers in their work with solicitors. The advent… more


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The new tax year pitfalls

Posted on May.06, 2016 by in Latest News

Now we are into the new tax year, it’s a good time to remind ourselves of the new situations and challenges that we need to be aware of: Personal Dividend Allowance: Be aware where this features in a client’s tax situation. For example, I have a non-dividend income of £40,000, and receive dividends of £9,000 outside of an ISA. Of… more


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Generation FS

Generation FS