Financial Advisors

Are you encountering challenges with effective organisation of Employee Benefits, Portfolio Management, or compliance? Are you sure that your in-house team provide the right level of Employee Benefits advice?  Is your Professional Indemnity insurer posing difficult question about peripheral services, such as EB.

Are you looking to outsources areas of business, sell your Employee Benefits book, or even looking to sell your whole business, whether wealth or EB?

At Generation Financial Services, we have successfully procured books of business from Wealth Managers, while maintaining a continued relationship with them and are looking to build more Partnerships. If you would like to discuss how we can collaborate in a confidential setting, kindly email Andrew Waller (Director) at

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