Home
About Us
- About Us
- Meet the Team
Divisions
Recruitment
Contact Us

Select Page

Answer to Q8

Answer: ✅ C) Preserve, grow, and transfer wealth

Generational planning is about sustainable legacy and avoiding wealth erosion through tax or poor planning.

The Financial Ombudsman Service is available to mediate individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit: http://www.financial-ombudsman.org.uk/contact/index.html

Generational Wealth Management (IFA) is a trading name of Generational Wealth Management (IFA) Ltd which is an Appointed Representative of 2plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority. Generational Wealth Management (IFA) Ltd is entered on the FCA register (www.fca.org.uk) under reference 918757. Company Registered Address: 7 Dorset Street, Sevenoaks, TN13 1LL

All content copyright Generational Wealth Management Ltd | Web design by Lemoneye
GWM Personal Client Agreement | 2Plan Privacy Notice | 2PlanExecution Policy | 2Plan Client Classification | 2Plan Conflict of Interest Policy | GWM (LFA) Ltd GDPR, Privacy & Cookies Policy | 2Plan Making a Complaint