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

Tim Henderson

Chairman & Independent Financial Adviser

Qualifications: BSc (Hons) FPC DipPFS

Joe Wadsted

Joe Wadsted

Independent Financial Adviser

Qualifications: DipPFS CeMAP

Matthew Tonkin

Matthew Tonkin

Independent Financial Adviser

Qualifications: DipFS

Robert Perry

Robert Perry

Senior Legacy Planner

Qualifications: AIPW

Louise Bryant

Louise Bryant

Office Manager & HR Officer

Executive Assistant to Tim Henderson

Charlotte Wood

Charlotte Wood

IFA Administrator

Gill Goldsmith

Gill Goldsmith

Accountant

Qualifications: BA (Hons) FCCA

Jasmine Beckford

Jasmine Beckford

Seminar & Events Coordinator

Daniella McDougall

Daniella McDougall

Client Relations & Administration

Suni Day

Suni Day

Data Handling and Protection

Natalie Fears

Natalie Fears

Accounts Manager (on maternity leave)

Harry

Harry

Office Dog

Qualifications: Eating biscuits