Through Aegon Financial Planning | Customer

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 200 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

Flexible investment choice

As you move through a multi-stage life, flexibility is key - Aegon Financial Planning are here to help, with a choice of carefully selected products and investments.

Investment advice

Investing can seem complicated, especially if you don't have much experience. Maybe you’ve recently inherited some money, sold a property or you're looking for new ways to grow your nest egg. That’s where Aegon Financial Planning can help.

Talk to a Financial Planning Manager

You can talk to a Financial Planning Manager about yourself, your finances, your needs and aspirations. They'll first get to really understand your financial circumstances and goals, and then put together a plan to help you achieve them.

Book an appointment

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.

Customer Agreement A document which sets out how Aegon Financial Planning will provide investment advice services to customers and details how the document will form part of the agreement with customers.

Tariff Of Charges for Model Portfolios Document which gives an overview of the adviser charges which can apply to a customer investing in Model Portfolios via Aegon Financial Planning.

Tariff Of Charges for Primary Funds Document which gives an overview of the adviser charges which can apply to a customer investing in Primary Funds via Aegon Financial Planning.

Tariff Of Charges (Ad-hoc) Document which gives an overview of adviser charges which can apply to a customer investing via Aegon Financial Planning when they take advice on an ad-hoc basis.

Overview Of Charges Document which gives an overview of the different types of charges which can apply to a customer's investments.

About our services Document which gives an overview of the service that a customer receives from Aegon Financial Planning.

Conflict of interest Document which outlines the conflict of interest policy for Aegon Financial Planning.

Market volatility

Aegon Financial Planning are committed to supporting you throughout times of uncertainty. If you're concerned about the impact of the cost-of-living crisis or global events impacting market volatility take a look at the Cost-of-living hub.

Contact Aegon Financial Planning

Use the details below. to get in touch.

Phone: +44 (0) 800 464 3079

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: +44 (0) 800 819 9111

Opening hours: