Generation Financial Services
Generation Financial Services specialise in providing consultancy, advice, management and administration of personal financial planning and employee benefits in London and across the UK. We offer products from the whole of the market, allowing us to create a bespoke and competitively priced financial solution tailored to our clients specific needs. Unlike many of our competitors, since the introduction of the Retail Distribution Review in January 2013, we have remained fully independent. Our corporate division was formed in late 2009 to offer the whole range of employee benefits, but specialise in advice relating to Pension Reform and Auto Enrolment. Our private client consultants are also very experienced with a minimum diploma level certification, and offer advice on all areas of financial planning. A majority of our client work is centred around tax planning, pension and investment management. Generation Financial Services Limited is authorised and regulated by the Financial Conduct Authority.
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Verified contacts
6
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LinkedIn employees
8
1 to 10 range
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no listings
Distinct roles
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Tech stack
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Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
- JS
Jeff Scripps
Director · General Business & Management
EmailPhone - DW
Darren Waller
Head of Wealth Management · Finance & Accounting
EmailPhone - JC
Jacky Castle-Mason
Senior Corporate Administrator & Office Manager · Other
EmailPhone - AW
Andrew Waller
Director and Joint Owner · General Business & Management
EmailPhone
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Top roles at Generation Financial Services
5 distinct titles indexed · top 5 shown.
- 2director
- 1director and joint owner
- 1financial planning and mortgage broking
- 1head of wealth management
- 1senior corporate administrator & office manager
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