Generation Financial Services Ltd

Independent Financial Adviser  80 Coleman Street, London, EC2R 5BJ
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FCA authorised
Last authorised 26th July 2021
Our goal is simple: to provide clear and expert advice, to deliver product and service innovation, to invest in our people and to exceed our clients expectations! We value long term relationships and understand this is crucial for our clients.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Healthcare
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Income protection insurance
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Large business
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Life insurance
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Small business
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Travel
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
Meet our advisers
MR Shai Patel DipPFS
Director
Mr Andrew Waller
Director
About us

Our head office is near Moorgate in central London, but our consultants cover the Home Counties and as far north as Northampton.

Our services

Typically, our clients come to us to have questions answered. No doubt you have lots of questions too; so if you are looking for answers and need a consultancy to provide you with independent and unbiased advice, you have come to the right place.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£250,000
Advice methods
  • phoneButton
    Telephone
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    Face to face

80 Coleman Street, London, EC2R 5BJ

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