About Generation Wealth Ltd

A family firm, we provide independent financial advice within a highly personalised service.
We have 30+ years of experience in providing our clients with a highly personalised service, helping them to plan their financial futures. We started as a family business and continue this ethos today, with our two advisers being Sarah Ross and Paddy Kerwin.We are committed to providing a personal, approachable, comprehensive financial planning service to help you to identify and realise your goals.As a client, you will have your own personal adviser who will be your main ongoing point of contact, ensuring you receive a consistent service from someone who understands you and your circumstances.We use our technical expertise and experience, to work in partnership with you to construct a clear strategy that can adapt as your needs change.We use the latest technology, systems and investment solutions, to maximise efficiency and functionality, enabling us to deliver high quality service with real value for money.We always try to be approachable, to ensure you are comfortable to contact us as and when necessary to discuss any questions/concerns/changes in circumstances that arise in the course of life or business.
Pensions & retirement: