The Team

Our philosophy is built around the ‘power of a team’. Our team includes highly experienced in-house professionals, dedicated external business partners and of course, you!

Generation Financial Services was established in 2008 to provide a range of financial services to individuals, charities and businesses.

Our team is managed by Shai and Andy who’s philosophy is built around a core belief of treating all stakeholders fairly, professionally and with integrity. We have developed a highly experienced team with the same high levels of moral rectitude and professionalism to ensure clients receive honest pricing, truly bespoke advice and a consistent service proposition. This means you can look forward to positive results and a long-term relationship with a service provider that always has your needs at the forefront of everything they do.


Shai Patel

Shai heads up our Wealth Management division and has specialised in investment and wealth management for over 20 years. He has been at the forefront in developing Generation Financial Services ‘extraordinary’ investment proposition and is passionate about fair pricing and delivering the very best performance and risk management to his clients. Shai, together with Andrew Waller, is a Director and joint owner of Generation Financial Services.

Andrew Waller

With over 30 years’ experience in the financial services industry Andrew has developed expertise in most areas of the profession. Andrew is delighted to have been instrumental in developing Generation Financial Services' Charity and Employee Benefits divisions and prides himself on service excellence and thoroughly enjoys helping new advisers develop their career in financial services. Andrew, together with Shai Patel, is a Director and joint owner of Generation Financial Services.