Shai Patel
Director

Shai started his career in the banking sector working for TSB (Lloyds TSB) back in 1988. He had a number of positions including that of a tied regulated financial adviser. He then joined a small firm as an independent financial adviser, which meant learning the ropes because being independent is very different to that of his previous tied adviser role. He strongly believes that everyone is individual and therefore should have the choice of products and services to suit them and not be shoe horned into a one size fits all proposition. Although he’s moved on from there, he has always remained independent and in 2008 he set up Generation Financial Services Ltd to continue to provide financial advice based upon his core beliefs.

Shai’s time outside of the office is spent playing golf, enjoying a concert or two and spending time with his family.

You can read more on Shai’s LinkedIn profile.

Andrew Waller
Director

Andrew has been in the financial services industry since 1986, working as a financial adviser for a major insurance company, progressing to independent status in 1989 and running his own IFA business for many years. Since the sale of the business he has held sales director roles within major IFA businesses before joining Shai at Generation to head up the corporate proposition. Andrew has specialised in the corporate market for nearly 20 years dealing with businesses of all shapes and sizes, helping them to implement employee benefits for their staff. Andrew also provides advice to individuals.

From a personal point of view, his passion is hiking the mountains of the world and sailing yachts when he gets time between peaks.

You can read more on Andrew’s LinkedIn profile.

Jeff Scripps
Consultant

Jeff hails from Cambridge and claims to have studied business and finance at University there – although it was a Polytechnic when he attended. He started working life at General Accident which after various mergers became Aviva. 23 years at Aviva saw Jeff consulting with investment and pension brokers to provide workplace and personal solutions to their companies and clients. Following Aviva, Jeff spent two years at Scottish Life concentrating on pensions and becoming an expert on the new Pension Law that spawned Automatic Enrolment.

Jeff joined GFS in 2013 to provide expertise on new and existing group pension schemes and work on delivering complex auto enrolments projects smoothly, allowing business owners to carry on doing what they do best – running their company. Jeff also provides advice and financial reviews to individual clients.

Jeff is married and a father of two girls. In his spare time he plays Golf and competitive league Tennis for Great Shelford for whom he is also the Treasurer.

You can read more on Jeff’s LinkedIn profile.

Jacky Castle-Mason
Operations Manager

Jacky started her working life with Barclays Bank, before moving on to Allied Dunbar’s Head office where she worked in their pension new business processing department. Following a house move from Wiltshire to Surrey she joined Willis Corroon Financial Planning (latterly known as Chase de Vere). During her 20+ years there, and numerous company name changes, she undertook a variety of roles with the last one being as the Operations Manager for the Corporate side of the business. After this time she then joined Generation where she has been heading up the corporate administration since 2012. In her spare time Jacky enjoys spending time in her garden, eating out and taking holidays in Mauritius.

You can read more on Jacky’s LinkedIn profile.

Warren Dunn
Senior PFP Administrator

Warren has been with Generation Financial Services since April 2009 and currently provides full administration support to their Personal Financial Planning Advisers, and also deals with all the commission and fee matching for the company. Before joining Generation Warren spent time at Cavanagh (5 years) where he first met Shai and Andy, and Marsh McClellan (13 years), in similar administrative roles. Prior to that he worked at 2 London based Stockbrokers for around a total of 4 years. With two teenage children any spare time is spent ferrying them around!

Mark Levander
Senior Corporate Administrator

Mark has worked in the Financial Services industry since 1987.  He has worked in a variety of administrative, paraplanning, project planning, managerial and consultancy roles at companies including National Mutual Life, Ernst & Young (where, after their acquisition by Cavanagh, he first met Shai, Andy and Warren ) and BDO.

Mark joined GFS in 2018 and uses his experience to assist in the management and administration of Generation’s corporate clients.

Outside of work Mark enjoys watching the latest adventures of QPR, eating out and listening to music.

You can read more on Mark’s LinkedIn profile.

Darren Waller
Associate

Darren is a previous business owner, that has accrued numerous business and personal skills in that role such as administration, management, tax, IT and most importantly customer service and communication, to name a few.

Darren has joined us here at Generation financial services as a trainee, working towards his level 4 diploma in financial planning from the Chartered insurance institute with training from an external training firm Nextgen planners to work towards this goal, He is also working closely with the whole team acquiring a broad range of knowledge, in a carefully considered training program from the management team.

Darren’s time outside of work is spent mainly with his family and most importantly his daughter. He also has a love for motorbikes and a passion for photography.

You can read more on Darren’s LinkedIn profile.

Kevin Burns
Trainee IFA

Kevin comes from an academic background and has obtained a BSc in Accounting and Finance, and MSc in Financial Management. He has previous experience within financial services having transitioned from PwC where he specialised in investment redress and remediation reviews. Kevin is a trainee independent financial adviser and is in the process of completing the Chartered Institute of Insurance Diploma in Regulated Financial Planning.

Outside the office Kevin enjoys keeping fit and travelling when can, his most recent adventure was exploring the sights of South America in 2016.

You can read more on Kevin’s LinkedIn profile.