Who we are and why it matters
A trusted financial services group supporting UK and international clients across wealth management, employee benefits, and dedicated advice to Japanese clients.
Our Story
Generation Financial Services, incorporating Generation Employee Benefits and Generation Wealth Management, was founded to provide clear, personalised financial advice in a Profession often seen as complex and impersonal. Built on strong relationships and long-term thinking, we support individuals, families and businesses in making confident financial decisions at every stage of life.
Our approach combines technical expertise with a genuinely personal service – taking the time to understand each client’s goals, challenges and priorities. As part of the Söderberg & Partners family of independent financial advice firms (one of the largest advice firms in Scandinavia), we bring together local insight and European strength to deliver advice you can trust.
Whether planning for the future, growing your wealth or supporting your employees, our focus remains the same: helping you achieve better financial outcomes with clarity and confidence.
Our Values
To deliver clear, trusted financial advice that helps our clients grow, protect and enjoy their wealth with confidence.
Andrew Waller
CEO
Andrew has been in the profession as an adviser, manager and director for 40 years and brings his wealth of experience to Generation. His ambition to build one of the best advice firms in the UK drives Generation’s growth. Since joining Generation in 2010 he has consistently delivered high standards in client servicing and business management.
Division: Head Office
Qualifications: DipFA
FCA No.: AJW00026
Specialisms: Management, Inheritance Tax Mitigation, Investment Strategy
Languages: English
Jeff Scripps
Director and Head of Employee Benefits
Jeff has over 35 years industry experience having previously worked at Aviva & Royal London before joining Generation in 2013. Jeff now runs the award-winning Generation Employee Benefits. He excels in delivering a personal & consistent service to our corporate clients with the aim to offer unconditional support that is hard to find elsewhere.
Division: Generation Employee Benefits
Qualifications: DipPFS
FCA No.: JDS01224
Specialisms: Senior Management, Employee Benefits, Pensions Expert
Languages: English
Fabian Ohlin
Non-Executive Board Director
Fabian has been working in the financial industry for many years. He has extensive experience in financial planning, employee benefits as well as general insurance. He also holds the position as CEO of a Mortgage company in Sweden. Fabian joined the Generation Board in 2023 to share the significant expertise and experience of Söderberg & Partners.
Division: Generation Financial Services
Qualifications: B.Sc. Economics & Business Administration, SwedSec license
FCA No.: FXO00059
Specialisms: Management, Helping Advisers build their business
Languages: Swedish, English, Danish
Shai Patel
Founder, Director, and Senior Financial Adviser
Shai founded Generation in 2008 and set the vision of Generation Financial Services, leading to the business it is today. Shai has been advising clients for over 30 years and is one of Generation’s most experienced advisers, specialising in retirement and investment strategy. Shai is an expert in the field of tax planning products for wealthy individuals, and business owners.
Division: Generation Wealth Management
Qualifications: DipPFS
FCA No.: SXP00056
Specialisms: Investment Strategy, Retirement Planning, Inheritance Tax
Languages: English
Darren Waller
Head of Wealth Management and Senior Financial Adviser
Before joining Generation as a Financial Adviser, Darren ran a successful business in the construction industry, bringing with him a “can do” attitude, leading to his appointment as Head of Wealth in 2024. Darren is also advising clients and at the forefront of building Generation’s service delivery and investment strategy.
Division: Generation Wealth Management
Qualifications: DipPFS CII (MP)
FCA No.: DXW00109
Specialisms: Senior Management, Investment Strategy, Retirement Planning
Languages: English
Warren Dunn
Senior Wealth Management Administrator
Warren has been in the profession providing excellent administration support for many years. Warren is Generation’s longest standing employee, having joined at foundation stage. Warren’s experience is fundamental in Generation’s client service delivery. His knowledge of products allows him to support Generation’s advisers in reaching the best outcome for our clients.
Division: Generation Wealth Management
Qualifications: FP1, FP2, FP3
Specialisms: Administration, New Business Processing, Client Liaison
Languages: English
Maria Daniell
Client Engagement and Administration Lead
Maria joined Generation with a wealth of industry knowledge and expertise as a senior administrator and now heads client engagement and service review communications protocol. Maria helps clients to understand the process of investing and engaging with our secure client portal. Maria’s bubbly personality means she is always there with a smile to guide clients with administration, from setting up online access to withdrawing cash from investment.
Division: Generation Wealth Management
Specialisms: Communication, Systemisation, Client Engagement, Administration
Languages: English
Jacky Castle-Mason
Head of Operations and Employee Benefits Administration
Whilst building her career and having run a significant administration division for a large IFA, Jacky has gained significant experience in supporting clients and advisers alike. For over 15 years Jacky has been the bedrock of administration and process at Generation. Due to Jacky’s attention to detail and ability to keep us all in line, she was appointed as Head of Operations in 2025, and now works closely with the management team and board of directors.
Division: Generation Financial Services & Generation Employee Benefits
Specialisms: Management, Employee Benefits, Structural Organisation and Compliance
Languages: English
Natasha Shepherd
Employee Benefits Administrator
Natasha has been working in the employee benefits space since 2015, joining as an administrator at a global benefits provider. She has progressed her career, bridging the gap between clients and product providers, across all aspects of benefits administration. Natasha’s experience working with larger businesses has brought to Generation a wealth of different experience and knowledge, helping us grow our service proposition to be one of the best in the market.
Division: Generation Employee Benefits
Specialisms: Benefits Administration, Client Liaison, Product Rebroking
Languages: English
David Ford
Senior Financial Adviser
From a successful career in the travel industry, David joined Barclays Bank as a financial planner in 2004. He set up his own independent practice — D&G Financial Planning with Graham Holman — in 2017. David subsequently joined Generation in 2025 working from Generation’s Eastbourne office. David has significant investment knowledge and provides his clients with exceptional customer service.
Division: Generation Wealth Management
Qualifications: CII FP2, CF8, DipPFS
FCA No.: DPF01034
Specialisms: Investment Strategies, Retirement Planning, Inheritance Tax
Languages: English
Graham Holman
Senior Financial Adviser
Graham joined Barclays Bank as a financial planner in 2006. He set up his own successful IFA practice, D&G Financial Planning with David Ford, in 2017. Graham subsequently joined Generation in 2025 working from Generation’s Eastbourne office. Graham has significant investment knowledge and rightly prides himself on first class customer service.
Division: Generation Wealth Management
Qualifications: IFS Level 3, CF8, DipPFS
FCA No.: GXH01505
Specialisms: Investment Strategies, Retirement Planning, Inheritance Tax
Languages: English
Will Hutchinson
Senior Financial Adviser
After graduating from Durham University, Will began his career as a Chartered Surveyor at a boutique London practice before moving into financial services in 2015. He joined Aviva Investors, ultimately rising to become a Senior Fund Manager overseeing a £4bn commercial property fund. In 2022, he chose to focus on working more closely with clients and progressed his career as a financial adviser. Will’s strong fund knowledge and problem-solving skills have made him a valuable member of Generation, where he also sits on the Investment Committee and advises a wide range of investment and pension clients.
Division: Generation Wealth Management
Qualifications: BA (Hons) MSc DipPFS
FCA No.: WXH00043
Specialisms: Investment Strategies, Retirement Planning, Inheritance Tax
Languages: English
Steve Weeks
Financial Manager
Steve joined Generation in 2020 following a career in project management and finance, including operations and commercial director at Capita. Steve has been at the forefront of implementing Generation’s current financial control protocol as well as running the day-to-day tasks of finance and payroll.
Division: Head Office
Qualifications: Prince2, FPC 1,2&3, APMG
Specialisms: Finance
Languages: English
Ryoko Takayanagi
Senior Financial Adviser
After graduating from The University of Sydney, Ryoko began her career in financial services in 2007, working in Investment Risk Management at AXA Life Japan and later as an Equity Research Analyst at UBS. She subsequently worked at Wellington Management and moved to the UK in 2017. Ryoko progressed her career as a financial adviser in the UK, where her analytical skills flourished for the benefit of investment and pension clients. Ryoko is now an integral member of Generation Financial Services specialist team, providing advice to both Japanese and English speaking clients.
Division: Generation Wealth Management (Japanese Division)
Qualifications: DipPFS, Certified Member Analyst – Securities Analysts Association of Japan (CMA)
FCA No.: RXT00427
Specialisms: Investment Strategies, Retirement Planning, Inheritance Tax
Languages: English, Japanese
Julia R Church DipPFS
Senior Financial Adviser
Following a career as Vice President of Investor Relations at a global investment bank in London, in 2019 Julia entered the world of independent financial advice for a London-based IFA, before joining Generation. Julia is passionate about helping to provide trusted advice and the long-term future of her clients’ wealth and protection. Julia is now an integral member of Generation’s specialist team providing advice to Japanese and English speaking clients.
Division: Generation Wealth Management (Japanese Division)
Qualifications: DipPFS
FCA No.: JXC01200
Specialisms: Investment Strategies, Retirement Planning, Inheritance Tax, Workplace Pensions & Benefits
Languages: English, Japanese
Kazue Drury APFS
Chartered Financial Planner
Kazue worked in Tokyo, London, and Hong Kong for major global banking institutions such as JP Morgan and Goldman Sachs advising on financial products for institutional investors. She settled in the UK in 2000 and worked as Director of Asian Fixed Income at HSBC. She then transitioned to becoming an independent financial adviser. She has been advising clients for over 20 years, and is an integral member of Generation’s specialist team providing advice to Japanese and English speaking clients. Kazue is the only independent Japanese Chartered Financial Planner in the UK. She is also qualified in Japan.
Division: Generation Wealth Management (Japanese Division)
Qualifications: Advanced Diploma (CII), Recognised Affiliated Financial Planner – Japan Association for Financial Planners
FCA No.: WXH00043
Specialisms: Investment Strategies, Retirement Planning, Inheritance Tax
Languages: English, Japanese
Awards & Partners
