About Us

If you represent a charity or not-for-profit that requires independent, regulated and unbiased investment governance, talk to Generation Charity Consultancy.

Why choose Generation Charity Consultancy?

Generation Financial Services was established in 2008 to provide a range of financial services to individuals, charities and businesses. All our statistics are based on detailed analytical data from thousands of clients’ portfolios, providing true peace of mind.

Our Goal

Our goal is simple: to provide clear and expert advice, to deliver product and service innovation, to invest in our people and to exceed our clients’ expectations!
We value long term relationships and understand this is crucial for our clients. The strongest foundations are built on trust and integrity – two of the pillars of Generation Charity Consultancy.

We believe that the financial services industry should be held to account and we are the torch bearers delivering positive change to the profession. Our desire is to achieve these goals for the next generation of our advisers and for the benefit of their clients.

To get in touch with one of our experts click here.