Advice – supported by Aegon

Alongside Origen, we believe in the value of financial advice and its importance when making financial decisions.​

They can help you grow and protect your wealth and can build investment strategies tailored to your individual circumstances and financial goals.​

If you’re able to invest either a lump sum of at least £20,000 or at least £400 a month, then Origen could be right for you. Request your appointment today and see how they can help. 

Financial advisers do charge for their services but they'll be clear and up front about what they charge so there are no hidden surprises. 

Origen provide financial advice to help customers build a clear path for reaching their financial goals and objectives. Their advice helps customers to look after day-to-day financial planning needs and to be prepared for the unexpected.​

• Investments – supporting customers towards financial goals, providing advice on lump sums and/or monthly contributions.​

• Family protection – in the event of illness and death.​

• Pre-retirement – including tax-efficient pension and investment advice and review of lifetime and annual allowances.​

• At retirement – including advice on making retirement choices with your pension fund using annuities and income drawdown.​

• Preserving wealth – including long-term care, inheritance tax advice, powers of attorney and trusts.
  
• Defined Benefit pensions  – Origen provides advice on the options available within your Defined Benefit pension.

Origen’s advisers take the time to understand your individual circumstances and financial position so that any advice or services provided are specific to your overall financial situation. The adviser will determine the most appropriate service available through Origen Financial Services, ranging from advice on a limited range of carefully selected investments, to a more holistic advice service, offering broader investment solutions, depending on your needs and expectations to help achieve your financial goals.