About Us

Generational Wealth Management was founded as a specialist IFA business focusing in the complex areas of Pensions, Investments and Estate Planning.

Core Principles

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 Vision

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 info@gwm.org.uk

Meet our team

Tim Henderson

Tim Henderson

Chief Executive Officer & Principal IFA

BSc (Hons) FPC DipPFS

Max Sullivan

Max Sullivan

Chief Operating Officer & Senior IFA

MLIBF PETR DipFA CertLTCP CertPFA

Joe Wadsted

Joe Wadsted

Independent Financial Adviser

DipPFS CeMAP

Louise Bryant

Louise Bryant

Office Manager & HR Officer

Samuel Rock

Samuel Rock

Paraplanner

Jasmine Beckford

Jasmine Beckford

Seminar & Events Coordinator

Natalie Fears

Natalie Fears

Accounts Manager (on maternity leave)

Gill Goldsmith

Gill Goldsmith

Accountant

Francesca Oliver

Francesca Oliver

Client Relations & Administration

Contact

Get in touch

Get in touch

01732 647107
info@gwm.org.uk