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
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.