About

Why work with Generation Financial Services?

You’ll be working with a dedicated partner who is committed to developing the right solution for you:

  • 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.
  • An initial consultation gives you the chance to tell us about your requirements and establish a relationship.
  • You’ll then receive recommendations that are built around your circumstances and objectives.
  • Together, we’ll agree a review process for assessing progress and results.
  • 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.

Our approach

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.

Want to know more about us? Meet the team.

Next steps

Request a consultation to discuss how we can work with you to achieve your goals.

Contact us