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Origen Financial Services

Origen Financial Services


Origen Financial Services' financial review

Origen Financial Services' Revenue (Yearly)

15M

Employees

170


Origen Financial Services information

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 ...
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 TrustsFor 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

Origen Financial Services industries

Planning for retirement
Savings & investments
Income in retirement
Inheritance tax & trust planning

Origen Financial Services' financial review

Origen Financial Services' Revenue (Yearly)

15M

Employees

170

Employees

Document Testing Specialist
Paraplanner - Pension Liability Management
Private Client Adviser
Document Specialist
Senior Software Engineer

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