To help you feel secure, in control and in the know, we have an expert and friendly team who you can trust to make things as straightforward for you as possible. We provide financial advice to private clients, small to medium sized businesses and to employees of some of the UK's largest organisations.

Origen's approach was outstanding by comparison and have been an absolute pleasure to work with. All our questions and worries were easily answered and we're now very much on the right track. We are certain to use their professional expertise in the future.

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Who We Are

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A multi-award winning financial advice business, we have a highly qualified team of advisers throughout the UK who help over 16,000 individuals, 200 businesses and some of the UK's largest organisations to make the best financial decisions. As a personalised advice-led business, our focus is on arming our clients with the information and knowledge they need to reach their objectives.

Individual

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We work with you to plan your goals, make sure you stay on track and put you in control at all times. Effective financial planning is rarely a one off event. We judge ourselves on long term relationships with our clients and in many instances we advise generations of the same family as well as their extended family.

Business

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We deliver a comprehensive package of advice, education, pension and risk benefit solutions that allow you to meet all your corporate responsibilities as well as your regulatory and legal requirements. Our communication skills and experience ensures your employees value their benefits and understand how to use these as part of their personal financial planning.

Media Library

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At Origen, we offer financial advice to help you plan for retirement, manage your investments, preserve your wealth and provide for the next generation. We help employers design corporate benefit packages for their business and manage workplace pension schemes. Simply select the PDF guides below to see how we can help you achieve your financial goals.

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