About Us
The Generational Planning Group and its divisions were founded to provide specialist advice and guidance throughout life’s financial stages of ‘Preparation, Accumulation and Decumulation’.
Preparation
Younger Generation
- Junior ISAs
- Education costs
- Student loans
- Business start-up costs
- Savings for deposits
- First mortgages
- Starting a pension
Accumulation
Mid-Life Generation
- Starting a family
- Protection against illness / untimely death
- Business building and protecting assets
- Tax efficient pensions and savings accumulation
- Utilising inherited money
- Education costs for younger generation
- Property finance (main home and investment property)
Decumulation
Older Generation
- Bucket list spending!
- Financial help & assistance for younger generations
- Business sale & exit strategies
- Inheritance tax & legacy planning
- Care cost planning
- Downsizing
- Later-life planning
Most of us can divide our lives into three main financial stages, namely: Preparation, Accumulation and Decumulation. These take us through each generation, bringing with it specific financial challenges along the way. Our experience shows that people feel reassured in a continuity on this journey and prefer the stability of receiving trusted advice, over the years, from the same family of companies.
GPG 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 Advisers/Consultants and a strong back-office support team.
Through our specialist divisions, we provide independent and impartial advice based on the three core principles of: Integrity, Trust and Experience.
Chairman’s Welcome
After over 30-years in the profession, I have learned a great deal about clients and how they like to receive advice. I believe that what most people are looking for is a long-standing relationship with an Adviser who is reliable, knowledgeable and above all, trustworthy. After all, determining how we manage our finances during our lifetime and who should then benefit from them after we’ve gone, are some of the most important decisions we will ever have to make. It follows, then, that receiving the right independent advice and guidance is critical.
With all of this in mind, I founded the Generational Planning Group on what I consider to be the three core principals of advice: ‘Integrity, Trust and Experience’ My Advisers are trained to look at every aspect of a client’s financial situation in order to create a holistic plan for them that will not only preserve, but also enhance multi-generational family wealth. I also ensure that any advice and guidance that a client receives from our in-house professionals or by of referral to one of our carefully chosen panel of external specialist companies, is of the highest standard.
I would welcome the opportunity to offer this expertise to you and your family.
Tim Henderson BSc (Hons) FPC DipPFS
Chairman & Independent Financial Adviser (IFA)
Meet the team
Tim Henderson
Chairman & Independent Financial Adviser
Qualifications: BSc (Hons) FPC DipPFS
Tim has been a professional adviser for over 35 years, specialising in the trust sector. Working for some of the largest banks and financial institutions. He is a classic car enthusiast and enjoys wood turning!
Matthew Tonkin
Independent Financial Adviser
Qualifications: DipFS
Matthew has been working in Financial Services since 2008. He covers clients in both the South East and the South West and specialises in estate planning, pension planning and cashflow planning for more in depth financial plans. When he is not working Matthew enjoys playing golf and watching England Cricket.
Tony Linnane
Chartered Financial Planner
Qualifications: FPFS
A real music king, plays guitar, piano and learning how to compose. In his spare time Tony is usually training for an upcoming triathlon or ferrying the kids around to their various activities.
Billy Dhingra
Independent Financial Adviser
Qualifications: DipPFS
Billy loves cooking, photography, gardening and horse racing. Billy spends a much time as he can with his Grandchild and family.
Robert Perry
Senior Legacy Planner
Robert is a big cricket and football fan. Robert worked for 25 years in financial markets in the city, he is also fully qualified as a master scuba diving instructor, owner, and operator of a dive centre in southeast Asia. He likes to cook, play on the piano and from time to time tries to play the electric guitar.
Parm Mattu
Mortgage Advisor
Qualifications: CeMap
Parm has a beautiful home in Hayle. He enjoys cooking, going to the beach with the family, playing table tennis and badminton. He is currently learning to play golf.
Louise Bryant
Chief Operations Officers
Executive Assistant to Tim Henderson
Louise has worked within Generational Wealth Management from the beginning and enjoyed every moment of it. On the weekend she likes to play golf and horse ride. She has recently entered herself for the Jurassic Coastal Marathon Hike for McMillan, after promising herself never again, twice before!
Gill Goldsmith
Chief Financial Officer
Qualifications: BA (Hons) FCCA
Gill joined Generational Planning Group in 2021 after 21 years of owning a dental practice with her dental surgeon husband. When away from work, she enjoys travelling with her husband, visiting friends and family around the country, playing the piano and sewing.
Suni Day
Data Handling and Protection
Suni has worked at Generational Planning Group from the beginning. She likes to travel far and wide with her family. Suni has two beautiful dogs, who she likes to walk in the early hours of the morning.
Gemma Duddy
Events Manager
Gemma joined Generational Planning Group early 2023. When she is not busy organising our seminars, Gemma enjoys spending time with her family and friends, going to the theatre and the Zumba class.
Carolyn Young
Administrator
Carolyn & her husband moved from Kent to East Sussex in 2022 and joined Generational Planning Group in early 2023. Carolyn enjoys catching up with friends, walking her Yorkshire terrier and sampling the delights of the beautiful East Sussex countryside.
Lucy Paling
Adviser Support
Lucy is our newest member of the team, at Generational Planning Group. She has recently moved to Sevenoaks with her family.
Harry
Office Dog
Qualifications: Eating biscuits
Harry is the happiest dog with the waggiest tail