Our services

The world of financial services can be confusing and overwhelming, as there are so many different (and changing) aspects to consider. We hope that the following sections will help to explain things clearly for you, so that when you come to see us you will understand a bit more the jargon we use and what it all means.

Use the following links to find out more about financial planning products:

• wills and inheritance tax
• life assurance
• pensions
• investments
• health insurance
• mortgages
• corporate
• taxation

Generation Estate Planning Limited is an appointed representative of Heritage Financial Services which is authorised and regulated by the Financial Services Authority (www.fsa.gov.uk/register). FSA Registration No: 185508

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The Financial Services Authority does not regulate the activities of tax planning, estate planning or IHT planning.