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T. 01392 950 960 | E.

  • Understanding your world
    Ensuring we take all your circumstances and desires.
  • Constructing your
    financial planning strategy
    Maximising the opportunities and minimising the pitfalls.
  • Keeping it going in the right direction
    Providing ongoing expert independent financial advice.
    We thrive on long term relationships that are built on mutual trust.
  • Seeing your plan come together
    We aim to help you become one of those who achieve their ambitions .

We are a firm of Independent Financial Advisers with over 30 years of experience in providing financial planning for both individual and business clients.

At Generation Wealth we…

Are independent, act in your best interest and treat you fairly.

Care passionately about helping you to achieve your aspirations.

Believe the key to success is to define your goals, then put a clear and easy to understand financial plan in place to achieve them.

Endeavour to explain everything clearly in ‘plain English’.

Thrive on long term relationships that are built on mutual trust.

Normally travel to see our clients in their own homes or place of business.

Are always approachable – just ask.

“Mike Rice has been a great help to me, especially when dealing with Inheritance Tax, and general forward planning issues. By taking time and care and being diligent throughout, he has helped our family immensely. I would totally recommend him for any financial help needed.”

Miss S A E Carr – Investment property owner

“With the huge choice of investment products and ever changing tax and pension legislation it is important to keep both well informed and up to date. I have found Mike Rice, my financial advisor very knowledgeable, a good listener and very thoughtful. He has a wonderful way of explaining some pretty complicated issues which has enabled me to be confident with my decision making. Thank you.”

Mrs E Collier

“As a lifelong investor, I have found Mike’s services in terms of strategy and managing the balance between risk and reward to be extremely beneficial over many years. Unlike some professionals, he can be relied on to actually do what he says he will do and to deliver on his commitments.”

Mr I Taylor

“Mike has been our Independent Financial Adviser for almost 7 years, during which time he has advised us on a range of financial investments, including pensions, ISAs/NISAs, collective investments, structured products and bank accounts. Throughout this period, we have been very pleased with Mike’s thorough and thoughtful advice, including the growth in value of the recommended investments, particularly through some volatile financial periods.”

Mr C and Mrs J Bell – Retired Directors – Education and Business Development Consultancy

"Mike has been professional and supportive throughout my financial journey and I feel certain that without his knowledge and expertise a satisfactory conclusion would not have been reached"

Mrs L Godfrey – District Nurse

Why work with Generation Wealth?

We provide a personal, comprehensive financial planning service to help you to identify your goals.

Your adviser will remain your adviser – no more having to constantly repeat yourself as personnel change.

We use our technical expertise and experience, to work in partnership with you to construct a clear strategy that can adapt as your needs change.

Generation Wealth uses modern technology, systems and investment solutions, to maximise efficiency and functionality, enabling us to deliver high quality service with real value for money.

In the interests of treating you fairly, we have a clear and transparent fees structure, so you understand precisely what you are paying for.

We strive to ensure you feel comfortable to contact us as and when necessary to discuss any changes in circumstances that arise in the course of life or business.

3 Things you’ll like about Generation Wealth

3 Things you’ll like about Generation Wealth

You are at the centre of everything we do – we always remember it is your money after all.

We provide everything to you in a clear, easy to understand fashion, never trying to blind you with jargon.

We are a family firm whose core beliefs are integrity, professionalism and personal service.

Who we work with…

We have built long term working relationships with clients who come from a wide range of sectors including both active and retired Company Directors/Business Owners, Doctors, Dentists, Solicitors, Accountants, Farmers, Surveyors, Lecturers, Engineers and Military Personnel among many others.

There is no substitute for experience

Mike and Sarah have 47 years of financial services experience between them.

Do you think we could help you too? Contact us now

Our Address

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

Tel: 01392 950 960

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