Generational Planning Group Ltd.
GP
Financial Advisors
Generational Planning Group Ltd.
Stag House, Sevenoaks TN13 1LL
# Generational Wealth Management Group Ltd
Generational Wealth Management is an independent financial advisory firm based in Sevenoaks, serving clients across three distinct life stages: Preparation (younger generation), Accumulation (mid-life) and Decumulation (older generation). They address the widening wealth gap between generations by offering impartial guidance that protects individual financial security whilst navigating inter-generational support.
The firm specialises in helping families make sense of complex financial decisions without bias towards specific institutions. They recognise that 27 million UK adults lack wills, 9.7 million have no pension provision, and inheritance tax alone generated £7.5 billion for HMRC in 2023-24—stark reminders of why professional planning matters.
What distinguishes them is their holistic, multi-generational approach. Rather than fragmented advice, they provide continuity across decades, acknowledging that younger clients struggle with university fees and property deposits whilst older clients face longevity planning and care costs. They explicitly commit to ensuring clients aren't over-stretched supporting other generations, protecting your own financial stability first.
Their core strength lies in independent counsel uncompromised by institutional bias, combined with deep understanding of generational dynamics. Whether you're navigating student loans and first mortgages, building wealth whilst protecting a family, or planning legacy and care costs, they provide the trusted, stable advisory relationship that most people prefer over their financial journey.
Generational Wealth Management is an independent financial advisory firm based in Sevenoaks, serving clients across three distinct life stages: Preparation (younger generation), Accumulation (mid-life) and Decumulation (older generation). They address the widening wealth gap between generations by offering impartial guidance that protects individual financial security whilst navigating inter-generational support.
The firm specialises in helping families make sense of complex financial decisions without bias towards specific institutions. They recognise that 27 million UK adults lack wills, 9.7 million have no pension provision, and inheritance tax alone generated £7.5 billion for HMRC in 2023-24—stark reminders of why professional planning matters.
What distinguishes them is their holistic, multi-generational approach. Rather than fragmented advice, they provide continuity across decades, acknowledging that younger clients struggle with university fees and property deposits whilst older clients face longevity planning and care costs. They explicitly commit to ensuring clients aren't over-stretched supporting other generations, protecting your own financial stability first.
Their core strength lies in independent counsel uncompromised by institutional bias, combined with deep understanding of generational dynamics. Whether you're navigating student loans and first mortgages, building wealth whilst protecting a family, or planning legacy and care costs, they provide the trusted, stable advisory relationship that most people prefer over their financial journey.
Services offered
Will WritingPower of Attorney PreparationWealth ManagementLegacy PlanningPension PlanningInheritance Tax PlanningCare Cost PlanningBusiness Exit Strategies