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About Generation Wealth

Generation Wealth is a family business, with the Directors being father and daughter team, Mike Rice and Sarah Ross. Both Mike and Sarah hold financial services qualifications over and above the minimum Diploma in Financial Planning required by the Financial Conduct Authority (FCA).

Our Advisers

Mike Rice

Mike Rice

Mike has over 34 years financial planning experience both in management and as an adviser. He has extensive experience in dealing with high net worth individual clients as well as corporate clients. He prides himself in his ability to communicate, sometimes quite complex, concepts very clearly to all his clients ensuring comfortable understanding at all levels of experience.

Sarah Ross

Sarah Ross
Chartered Financial Planner, APFS

Sarah has over 13 years financial services experience. Prior to advising, she ran a successful business specialising in providing technical support and consultancy services to other financial planning firms. This has given Sarah considerable and unusually broad experience in designing financial strategies which offer excellent value to clients.

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

Our Address

Generation Wealth Ltd
Lower Bowdens Farm,
Bowdens Lane, Shillingford,
Tiverton EX16 9BU

Tel: 01392 950 960

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