Investment Advice

Generation Financial Services offers investment advice and management in London and across the UK.

Our investment service will look at your timescale goals, tax situation and the impact of risk on your investment. We will consider all your investment options, including personal pensions and self-invested personal pensions (SIPPs), ISAs and portfolio and investment bonds to create a bespoke investment strategy that suits your investment objectives.

As financial advisers, our expertise lies not only within the day-to-day management of your investments, but also in overseeing every aspect of the financial planning. To ensure we keep up-to-date with any changes in legislation, taxation and investment performance that could affect the performance of your investments, we utilise the expertise, resources and services of discretionary fund managers.

Discretionary fund managers provide an on-going, active investment management service that will ensure you do not take any more risk than you need to, thus providing risk management to cope with future market instability during growth and income stages.

There are over 158 Discretionary Fund Managers as recognised by the independent research body; Private Asset Managers (PAM), therefore Generation Financial Services has implemented a stringent due diligence process, backed by independent research via Asset Risk Consultants covering area’s such as size, performance relative to risk, investment processes including risk and asset allocation, service benchmarks, succession planning and charges. This process is repeated regularly over the year to ensure we continually monitor and review the service provided by the discretionary managers.

The value of an investment and the income from it could go down as well as up. The return at the end of the investment period is not guaranteed and you may get back less than you originally invested.

Generation Financial Services offers an independent investment service and we are not tied to any one provider or panelled network. This allows us to research the whole of the market to fit your requirements and create a bespoke investment plan.

To find out how we would work with you, click here.

Next steps

For further information on our investment service in London and across the UK

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