Generational Wealth Management was founded as a specialist IFA business focusing in the complex areas of Pensions, Investments and Estate Planning.
We provide independent advice based on three core principles: ‘Integrity, Trust and Experience’.
GWM is based in East Sussex, but caters for clients across London and the Home Counties. In just a short space of time, the business has grown to having multiple IFAs and a strong back office support team. We have also built up an impressive array of professional connections, enabling us to cater for any financial needs our clients may have.
Our aim is to be recognised as one of the very best independent wealth management companies in the country offering unrivalled service and specialist knowledge.
Our Partnership with Sandringham
Generational Wealth Management works in partnership with Sandringham Financial Partners.
Sandringham offer us a range of services including specialist investment knowledge and research, administration/back-office tools and overall support. This ensures that more of our time as your IFA can be dedicated to focusing on your important financial planning needs.
If you would like to know more about our partnership with Sandringham, please contact firstname.lastname@example.org
Meet our team
Chief Executive Officer & Principal IFA
BSc (Hons) FPC DipPFS
Chief Operating Officer & Senior IFA
MLIBF PETR DipFA CertLTCP CertPFA
Independent Financial Adviser
Office Manager & HR Officer
Seminar & Events Coordinator
Accounts Manager (on maternity leave)
Client Relations & Administration