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T. 01392 950 960 | E. advice@genwealth.co.uk

About Generation Wealth

Generation Wealth is a family business, founded by father and daughter team, Mike Rice and Sarah Ross. Today Sarah is the sole Director and adviser. She holds financial services qualifications over and above the minimum Diploma in Financial Planning required by the Financial Conduct Authority (FCA) including in specialist areas such as Long Term Care Planning.

Sarah Ross

Sarah Ross

Chartered Financial Planner, APFS
Managing Director

Sarah has worked in financial services since 2004 working with clients throughout the UK, but predominantly in the South West. She helps clients to create a long term plan for their financial future, which includes advising on investments, pensions, protection, inheritance and income tax strategies and long term care. 

 

Paddy Kerwin

Paddy Kerwin

BA MSc MBA DipPFS
Independent Financial Adviser

Before joining Generation Wealth, Paddy ran his own firm for many years, based in Bovey Tracey. He too advises clients mainly in the South West and has a particular passion for the theory and practice of investment portfolio design. 

He still lives in Bovey Tracey with his wife and teenage daughter. He also has a grown-up son. Paddy enjoys walking his dog, Amba, with family, keeping fit and gardening.

Morena Wiseman

Morena Wiseman

Senior Administrator

Morena has over 20 years working in the Finance Industry gained whilst living and working in Jersey & Singapore. She oversees all of the administration in the office, ensuring everything runs smoothly.

Morena is a keen hiker and enjoys exploring the great outdoors. She loves to travel and appreciates great food & wine.

 

Tom Tannett

Tom Tannett

Paraplanner

Tom holds the Diploma in Financial Planning. He assists Sarah by writing reports, conducting technical research and analysis, and liaising directly with our clients when required. 

Having moved to the South West from London, Tom loves visiting local beaches and going for long walks with his Labrador.  He enjoys both watching and taking part in a variety of sports

 

Anne-Marie Holmes

Anne-Marie Holmes

Administrator

Our newest member of the team, Anne-Marie works closely with Morena, assisting her with a broad range of administrative tasks. 

Outside of work, she enjoys volunteering and charity work as a treasurer of a children’s youth club. In her spare time, she enjoys walking on beaches around the Devon & Cornwall coast.

Generation Wealth are independent,
act in your best interest and treat you fairly.

Our Address

Generation Wealth Ltd
4 The Old Water Mill,
Westford, Wellington,
Somerset, TA21 0DJ

Tel: 01392 950 960
Email: advice@genwealth.co.uk

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