Generational Wealth Management

Independent Financial Adviser  Barnfield Crescent, Exeter, EX1 1QT
First meeting at adviser's own cost
Working with individuals, families & business owners to help them understand and achieve their financial goals.
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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Wealth management
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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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Unit trusts
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Lump sum
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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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Income protection insurance
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Life insurance
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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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Corporate pension
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Group Protection/Life Insurance
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Group critical illness
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Group life insurance
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Group risk
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 20th June 2022
Meet our advisers
Matthew Tonkin Dip PFS
Independent Financial Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

About us

I am an Independent Financial Adviser with Generational Wealth Management and a passionate advocate of really getting to know my clients, to understand what they want to do and where they want to go. I have been in the industry since 2008 and have experience of working in a number of different firms, from large Wealth Management organisations, to Private Banks and Chartered Accountancy firms.

Our services

We specialise in the following areas:

-Retirement and Pension Planning
-Inheritance Tax & Estate Planning
-Trust Advice and Planning
-Tax Efficient Savings & Investments
-Personal & Business Protection
-Auto Enrolment & Company Benefits

Where to find us
Head office address: Berkeley Square, Bristol, BS8 1HP
Service coverage
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 20th June 2022

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