Origen Financial Services

Origen Financial Services is one of the UK’s leading financial advisers. We will help clients to: • simplify their financial life and help achieve their financial goals.• generate an income from their portfolio now and in retirement• build a legacy for their loved ones. We provide advice to individuals, small to medium sized businesses and employees of some of the UK’s largest organisations. Our role as financial advisers is to fully understand financial aims and ambitions and to create a financial plan to help our clients to reach their financial goals. We believe in building long term client relationships. We pride ourselves on putting our clients first. We guide clients through the financial maze, build their financial knowledge and help them make confident and informed financial decisions at the right time. Our services Through our nationwide team of highly qualified advisers we provide advice on: • Pensions and investments; • Protection, including critical illness, life insurance and income protection; • Pre retirement planning, including tax planning; • At retirement planning, including advice on annuities and drawdown; • Estate planning including Inheritance Tax and Trusts.For business clients, we can provide: • Auto-enrolment advice, including restructuring existing employee benefit programmes; • Benchmarking and review of workplace benefit packages against employees’ needs and industry peers; • Advice on workplace pension schemes, group risk, healthcare and employee wellbeing; • Content for staff communications on pensions and reward statements, branded employee materials, onsite seminars, and 1-2-1 advice sessions; • Financial education services for employees including mid-career guidance, advice for senior executives and at retirement seminars.