Shai Patel
Director

Shai started his career in the banking sector working for TSB (Lloyds TSB) back in 1988. He had a number of positions including that of a tied regulated financial adviser. He then joined a small firm as an independent financial adviser, which meant learning the ropes because being independent is very different to that of his previous tied adviser role. He strongly believes that everyone is individual and therefore should have the choice of products and services to suit them and not be shoe horned into a one size fits all proposition. Although he’s moved on from there, he has always remained independent and in 2008 he set up Generation Financial Services Ltd to continue to provide financial advice based upon his core beliefs.

Shai’s time outside of the office is spent playing golf, enjoying a concert or two and spending time with his family.

You can read more on Shai’s LinkedIn profile.

Andrew Waller
Director

Andrew has been in the financial services industry since 1986, working as a financial adviser for a major insurance company, progressing to independent status in 1989 and running his own IFA business for many years. Since the sale of the business he has held sales director roles within major IFA businesses before joining Shai at Generation to head up the corporate proposition. Andrew has specialised in the corporate market for nearly 20 years dealing with businesses of all shapes and sizes, helping them to implement employee benefits for their staff. Andrew also provides advice to individual advice.

From a personal point of view, his passion is hiking the mountains of the world and sailing yachts when he gets time between peaks.

You can read more on Andrew’s LinkedIn profile.

Jeff Scripps
Consultant

Jeff hails from Cambridge and claims to have studied business and finance at University there – although it was a Polytechnic when he attended. He started working life at General Accident which after various mergers became Aviva. 23 years at Aviva saw Jeff consulting with investment and pension brokers to provide workplace and personal solutions to their companies and clients. Following Aviva, Jeff spent two years at Scottish Life concentrating on pensions and becoming an expert on the new Pension Law that spawned Automatic Enrolment.

Jeff joined GFS in 2013 to provide expertise on new and existing group pension schemes and work on delivering complex auto enrolments projects smoothly, allowing business owners to carry on doing what they do best – running their company. Jeff also provides advice and financial reviews to individual clients.

Jeff is married and a father of two girls. In his spare time he plays Golf and competitive league Tennis for Great Shelford for whom he is also the Treasurer.

You can read more on Jeff’s LinkedIn profile.

Jacky Castle-Mason
Operations Manager

Jacky started her working life with Barclays Bank, before moving on to Allied Dunbar’s Head office where she worked in their pension new business processing department. Following a house move from Wiltshire to Surrey she joined Willis Corroon Financial Planning (latterly known as Chase de Vere). During her 20+ years there, and numerous company name changes, she undertook a variety of roles with the last one being as the Operations Manager for the Corporate side of the business. After this time she then joined Generation where she has been heading up the corporate administration since 2012. In her spare time Jacky enjoys spending time in her garden, eating out and taking holidays in Mauritius.

You can read more on Jacky’s LinkedIn profile.

Warren Dunn
Senior PFP Administrator

Warren has been with Generation Financial Services since April 2009 and currently provides full administration support to their Personal Financial Planning Advisers, and also deals with all the commission and fee matching for the company. Before joining Generation Warren spent time at Cavanagh (5 years) where he first met Shai, Andy and Alan, and Marsh McClellan (13 years), in similar administrative roles. Prior to that he worked at 2 London based Stockbrokers for around a total of 4 years. With two teenage children any spare time is spent ferrying them around!