About Us

Generation Financial Services was formed in 2008 to provide consultancy, advice, management and administration of employee benefits and personal financial planning. We treat our clients, staff, product providers and business partners honestly, professionally and with integrity. It is our goal to gain respect through positive results and long-term relationships at client, staff and business level.

The business is owned and managed by Shai Patel and Andy Waller, who’s philosophy is built around their core belief in:

Treating Clients Fairly

Providing a fair and honest price and delivering a truly bespoke service is at the centre of our business strategy, whether acting as consultants, implementing products (from the whole marketplace) or managing existing accounts. We value each of our clients – private or corporate – and strive to provide a consistent and flexible service proposition to them.

Treating Staff Fairly

Teamwork and initiative lie at the heart of our staffing model. We make every effort to provide staff with an enjoyable environment in which to work and incorporate profits participation, encouraging a ‘can do’ attitude which has a positive impact on service delivery.

Treating Providers Fairly

Product providers are an essential partner in ensuring clients are provided with the very best the industry has to offer. As well as ensuring good service and product competence we encourage mutual respect and fairness with our product providers, to build trust and long term relationships.

Treating Business Partners Fairly

At Generation Financial Services we believe that working in partnership with other professionals including Accountants, Solicitors, HR Consultancy’s, Payroll Providers, Financial Advisers and other firms in the financial services sector, such as product providers and investment managers, is the best way to provide highly focused and professional advice to our clients.

Clearly, we do not have the knowledge to be able to offer advice on all areas of business and that is why we have forged working relationships with other like-minded businesses, in many cases these relationships go back over many years even before Generation Financial Services was formed. We believe it is testament to our ability and professionalism that so many companies are keen to work with us.

We offer an honest pricing policy and our service is based on competitive fees. For more information on how Generation Financial Services would work with you, click here.

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