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.
Contact us:
Telephone: 0344 209 3925*
Email: clientservices@origenfs.co.uk
*Calls are charged at your phone company’s basic rate. All calls are recorded for business purposes.
Our services
Through our team of highly qualified advisers across the UK, we provide advice on:
- Workplace and personal 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 offer:
- Advice services to pension scheme members for Pension Liability Management projects
- 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 emp
Company Details
- Employees
- 165
- Founded
- -
- Address
- Second Floor, Ascent 4, 2 Gladiator Way,united Kingdom
- Phone
- 0344 209 3925
- cl****@****s.co.uk
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- origenfs.co.uk
- Keywords
- Planning for retirement, Savings and Investments, Income in retirement, Inheritance Tax and trust planning, Preserving your wealth, Long term care, Personal and family protection, Business financial planning, Employee pension benefits, Workplace pension scheme governance, Auto-enrolment regulations, Group risk, Employee wellbeing, Private medical insurance, Pension Liability Management.
- HQ
- Farnborough, Hampshire
Origen Financial Services Questions
Origen Financial Services's helpline number is 0344 209 3925
Origen Financial Services's website is origenfs.co.uk
Origen Financial Services's LinkedIn profile is https://uk.linkedin.com/company/origen-financial-services
Origen Financial Services has
165 employees.
View email and phone details for 165
employees at Origen Financial Services.
Origen Financial Services's industry is
Financial Services
Origen Financial Services's top competitors are
St. James’s Place,
Black Wolf Communities,
Quilter Financial Planning,
Pension Egg,
Helm Godfrey,
Humboldt Financial,
Succession Wealth,
Aegon Uk,
Mkm Wealth Management Limited, Associate Partner Practice Of St. James’s Place Wealth Management,
Roxburgh Financial Management.
Origen Financial Services's support email address is clientliaison@origenfs.co.uk
Origen Financial Services's categories are Financial Services
Origen Financial Services's founding year is 2005
