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.

Shai and Andy’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 Patel

Director
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

Andrew Waller

Director
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.
sifa-logo
Generation Charity Consultancy are members of SIFA Professional, which is recognised as an Affiliate Partner by the Law Society. We are listed in the SIFA Professional Directory of Financial Advisers.