Generation Financial Services Ltd

Independent Financial Adviser 13 Austin Friars, London, EC2N 2HE
First meeting at adviser's own cost
Response rating
10/10
FCA verified
10th September 2018
We provide consultancy, advice, management and administration of personal financial planning and employee benefits in London and across the UK.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Small business
    • Travel
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • EEA
    • Bad credit
    • Buy to let
    • Commercial for individuals
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Home reversion
    • Overseas
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Long term care
Meet our advisers
adviser-person
Shai Patel DipPFS
Independent Financial Adviser
adviser-person
Andrew Waller DipFA MIFS
Direcyor and Employee Benefits Specialist
adviser-person
Alan Webb
Director and Employee Benefits Specialist
adviser-person
Carl Mountain DipFA MIFS
Independent Financial Adviser
Jeff Scripps
Employee Benefits Consultant
What our clients say
I have worked with Generation and Andy Waller for a number of years and find that he is comfortable in any situation he is in, delivering results and providing clients with real value, he is a trusted advisor who is able to support colleagues and clients alike. Andy has become our employee benefits expert and helped us to create a unique offering to our customers. I would not hesitate to recommend working with Andy and his team to anyone
Neil Lagden, London
Andrew is a real EB specialist but in my view his real strength is being so passionate about his customers needs. In a market characterised by 'product sellers', Andrew stands out a real independent consultant who will only deliver what the customer genuinely needs.
Peter Byrne, London
We tendered our auto-enrolment requirements with three different providers in the market and one of the key factors in choosing Generation Financial Services was simply due to the fact that their proposal was the most complete and would cause the minimial disruption to our payroll department. We were looking for a provider who could assist our payroll department. In addition, our management team felt that we could work well with GFS from the very first meeting due to their friendly and honest approach.
Bhavin Shah, Watford
Where to find us

13 Austin Friars, London, EC2N 2HE

Contact us
About us

Generation Financial Services was formed in 2008 to provide consultancy, advice, management and administration of employee benefits and personal financial planning. We treat our clients, staff, product providers and business partners honestly, professionally and with integrity. It is our goal to gain respect through positive results and long-term relationships at client, staff and business level.

Andrew Waller Joined the business in 2010 to head the corporate team and the business is now run by founding Director Shai Patel and Andrew, who’s philosophy is built around their core belief in treating clients, staff and business partners fairly and with respect:

Our services

We provide a fair and honest price and delivering a truly bespoke service which is at the centre of our business strategy, whether acting as consultants, implementing products (from the whole marketplace) or managing existing accounts. We value each of our clients – private or corporate – and strive to provide a consistent and flexible service proposition to them.

Advice methods
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
    Telephone
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000

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