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.
Charities and trusts
Proactive investment manager selection and ongoing governance to trusts, charities and estates.
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
Clients we work with:
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.