Business Details
Your Trusted Partner for Financial Planning Solutions
Origen Financial Services Financial Services has been a trusted name in financial planning for nearly 140 years, offering expert advice to individuals, families, and businesses across the UK. As part of Aegon Limited, one of the world's largest financial services groups, we combine deep industry expertise with a commitment to personalized service. Our team of highly qualified advisers specialises in pensions, investments, retirement planning, and business financial solutions, ensuring clients achieve their long-term goals. We prioritise transparency, ethical practices, and ongoing support, adapting to market changes to safeguard our clients' financial futures.With a history dating back to 1885, we remain dedicated to building brighter financial outcomes while minimising environmental impact and supporting local communities. Our leadership team brings decades of experience, ensuring compliance, innovation, and client-centric solutions. Recognised as Best Retirement Advisory Firm for a decade, our focus remains on delivering value through tailored advice and fostering trust with every client interaction.
Services
Pensions Planning
Investment Management
Financial Protection
Retirement Advice
Estate Planning
Business Pension Consultancy
Employee Wellbeing
Business Protection
Investment Strategies
Highlights and features
- We have 140 years of experience in financial planning and advisory services.
- Our team provides personalised advice tailored to individual and business needs.
- We are part of Aegon Limited, a global leader in financial services.
- Recognised as Best Retirement Advisory Firm for 10 consecutive years.
- We prioritise transparency, ethical practices, and client-focused solutions.
What people say
Excellent service
Knowledgeable advisors
Personalised approach
Trusted guidance
Reliable support
Services
Pensions Planning
We offer comprehensive pensions planning to help individuals and businesses secure their financial future. Our experts provide tailored advice on workplace pensions, defined benefit schemes, and retirement income strategies. By aligning solutions with client goals, we ensure compliance, value for money, and long-term sustainability.
Investment Management
Our investment management services focus on creating diversified portfolios aligned with risk tolerance and financial objectives. We guide clients through market fluctuations, offering strategic advice to maximise returns while minimising risks. Regular reviews ensure investments remain on track to meet long-term goals.
Financial Protection
We design financial protection plans to safeguard clients against unforeseen events. Services include life insurance, critical illness cover, and income protection, ensuring families and businesses remain financially secure. Our advisors help clients choose policies that provide peace of mind and stability.
Retirement Advice
Specialist retirement advisers help clients maximise income and manage savings during retirement. We provide guidance on pension withdrawals, tax efficiency, and long-term care funding. Our goal is to ensure clients enjoy financial independence and security in their later years.
Business Financial Solutions
We support businesses with pension consultancy, employee benefits, and investment strategies. Services include advising on defined benefit schemes, enhancing employee financial wellbeing, and creating business protection plans. Our solutions help companies attract talent, retain staff, and achieve sustainable growth.
People
Tim Orton
CEO
With extensive board experience, Tim oversees Aegon's investment estate and strategic direction. He focuses on safeguarding client futures while balancing family life and personal interests in gardening and travel.
Alec Ramsey
Director of Risk and Compliance
Alec brings 25+ years of compliance expertise, ensuring risk-controlled operations. He combines professional dedication with a passion for running and completing major global marathons.
Michelle Davis
Director of Finance
Michelle has 15+ years in financial services, leveraging deep company knowledge. She balances her role with family holidays and adventures in a classic VW campervan.
Mike Morris
Director, Proposition and Marketing
Mike drives accessible financial planning, drawing on roles across insurance and advisory firms. He enjoys running, music, and golf in his personal time.
Rob Waller
Chairman
Rob specialises in strategic financial management, with a background in manufacturing and pensions. He balances leadership with endurance racing and mountain biking adventures.
Questions
What services do you offer for individual clients?
We provide pensions planning, investment management, retirement advice, financial protection, and estate planning tailored to personal goals.
Do you offer business financial solutions?
Yes, we specialise in pensions consultancy, employee wellbeing, business protection, and investment strategies for corporate clients.
How are your fees structured?
Our fees are competitive and transparent, with clear explanations provided before any work begins to ensure no unexpected costs.
Are you regulated by financial authorities?
We operate under Aegon's regulatory framework, adhering to strict compliance standards for client security and trust.
Can I access ongoing financial support?
Yes, we offer regular plan reviews and market updates to ensure your financial strategy remains aligned with your evolving needs.
Reviews (1)
Steve Helpmechef
Feb 01, 2019
Report
Totally inadequate pension advice No help whatsoever, wasted about 5 hours of my time filling in online forms and talking to an adviser who filled in online forms to my mind just so they could bill the corporate client who was paying them to advise previous employees on their company pension plan. Ended up fobbing me off and stating that they could not advise as I was moving my pension abroad. I never stated that was the case and only intimated that it was my long term plan to potentially live abroad after I had retired.
I am now looking to move my pension plan into another scheme that I already have. I am of the opinion Origen are just looking for their fees to be paid and do not give good independent advice, so steer clear. The leisure group only gave til 31st December 2018 to use them so bit late to post this but might help others to not bother and use another company.
I am now looking to move my pension plan into another scheme that I already have. I am of the opinion Origen are just looking for their fees to be paid and do not give good independent advice, so steer clear. The leisure group only gave til 31st December 2018 to use them so bit late to post this but might help others to not bother and use another company.
