Aegon Financial Planning

Supporting you

Wondering if your savings could work harder? Financial advice may help your money grow over the long term and help you take the next step towards your financial future, wherever life takes you.

Aegon Financial Planning are here to help, with over 130 Financial Planning Managers ready to share their experience and expertise to help you build a portfolio of investments.

If you’re able to invest either a lump sum of at least £20,000 or at least £400 a month, then Aegon Financial Planning could be right for you.

About Aegon Financial Planning

Aegon Financial Planning is a trading name of Origen Financial Services Limited. Origen Financial Services Limited is authorised and regulated by the Financial Conduct Authority. Origen is wholly owned by Aegon UK plc, however Origen operates independently to Aegon UK plc. Aegon Financial Planning offer a restricted advice service on products from Cofunds Limited.  Cofunds Limited is also wholly owned by Aegon UK plc. Origen Financial Services Limited won’t pay remuneration to any Aegon UK plc companies for Aegon customers using the Aegon Financial Planning service.  To find out more about Origen, visit origenfs.co.uk.

Find out how Aegon Financial Planning can help you

Aegon Financial Planning resources

Useful documents 

Below you'll find a list of documents that will help you.  Any references to 'we, us and our’, are referring to Aegon Financial Planning a brand name of Origen Financial Services - not Aegon UK plc.

Contact Aegon Financial Planning

Use the details below. to get in touch.

Phone: 

AFP Opening hours:

Opening times:
Monday-Friday 8.30am - 5.30pm
Saturday closed
Sunday closed

Call charges will vary.

Address: Aegon Financial Planning, Sunderland, SR43 4DX 

Aegon Financial Planning's process for dealing with a complaint is written in line with regulations laid down by the Financial Conduct Authority. You’ll be kept up to date with the progress of any complaints

Aegon Financial Planning aim to provide a high standard of service, but  sometimes things don't go right. When this happens, any complaints will be dealt with in a fair, efficient and effective manner.

Complaints are taken seriously and  your feedback will be recorded evaluated and analysed to improve your experience in the future.

Phone: 

Opening hours:

Opening times:
Monday-Friday 8.30am - 5.30pm
Saturday closed
Sunday closed

Call charges will vary.

Email: afpcomplaints@origenfs.co.uk

Aegon Financial Planning are unable to ensure the security of emails before they are delivered, so please consider this and do not include any personally sensitive, financial or banking information that has not been appropriately secured.

Address: Aegon Financial Planning, Sunderland, SR43 4DX 

 

Already invested through Aegon Financial Planning?

You can view and manage your investments online