Origen

At Origen Financial Services, we're dedicated to helping individuals, families, and businesses build a brighter financial future. With a rich history dating back almost 140 years, we've established ourselves as one of the UK's leading financial planning firms. Our team of highly qualified advisers, spread across the UK, provides expert guidance and support to thousands of clients every year.

Our Expertise

We offer a comprehensive range of services designed to cater to your individual and business needs. Our individual services include:

• Pensions and Retirement Planning: We help you plan for retirement by providing personalized advice on pension schemes, retirement options, and inheritance tax planning.
• Investment Planning: Our experts will work with you to create a tailored investment strategy, helping you achieve your financial goals.
• Financial Protection: We offer guidance on how to protect your finances from unexpected events, such as critical illness or death.
• Retirement Options: Our team will help you navigate the complexities of retirement, providing expert advice on pension schemes, retirement options, and inheritance tax planning.

Business Services

We also provide a range of business services designed to support your company's pension scheme members and employees. Our business services include:

• Pensions Consultancy: We offer expert advice on pension scheme management, helping you optimize your scheme's performance.
• Health and Wellbeing Consultancy: Our team will work with you to create a comprehensive wellbeing strategy, promoting a healthy and productive workforce.
• Employee Financial Wellbeing: We provide financial education and advice to your employees, helping them manage their finances and plan for the future.
• Business Investment Advice: Our experts will work with you to create an investment strategy tailored to your business goals.

A Brighter Future

At Origen Financial Services, we're committed to delivering the best financial outcomes for our clients, while minimizing our impact on the environment and giving back to the communities we serve. We believe that everyone deserves a brighter financial future, and we're dedicated to helping you achieve your goals.