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  1. Why work with Generation Wealth? We provide a personal, comprehensive financial planning service to help you to identify your goals. Your adviser will remain your adviser – no more having to constantly repeat yourself as personnel change.

  2. generationfs.co.uk › wealth-management › portalPortal - Generation FS

    Generation Wealth Management is a trading style of Generation Financial Services, which is authorised and regulated by the Financial Conduct Authority and entered on the Financial Services Register https://register.fca.org.uk under reference number 498748.

  3. Sign In. Account activation - If you don't currently have access and would like to manage your account online, you can request an activation code by completing this form. Pension and ISA changes from 6 April 2024: We’re updating our website and documents following some changes to pension and ISA rules.

  4. Building. Your Wealth. Wealth creation can take many forms – regular savings, capital investment, pension contributions or commonly a combination of each. Read More. Keeping your financial. plan on track. Our job isn’t complete when we implement a financial plan.

  5. Generation Wealth are independent, act in your best interest and treat you fairly. Generation Wealth is a family business, with the Directors being father and daughter team, Mike Rice and Sarah Ross.

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  6. Personal Finance Portal (PFP) is a service available only from your financial adviser or mortgage broker. PFP gives you access to view all your finances in one place, 24/7, on any mobile or web device. PFP enables you to view your fund information and financial portfolio in an instant.

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  8. Wealth Preservation and Legacy – preserving your wealth and planning to pass your wealth on to your loved one’s tax-efficiently using specialist mitigation tools such as trust planning; Our ethos is for providing you with quality, independent advice founded on Integrity, Trust and Experience.

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