Financial advice may help your money to grow over the long term and help you take the next step towards your financial future, wherever life takes you.
Whether you’re new to investing, or would like advice on your existing investments, advice services – supported by Aegon and provided through Origen Financial Services – could help.
About Origen Financial Services
Origen Financial Services is authorised and regulated by the Financial Conduct Authority. They're proud to:
Have been established for over 140 years.
Have a team of highly qualified advisers across the UK.
Be recipients of awards received in recognition of excellent service, including Retirement Planning Advisory Firm of the Year for the last 12 years.
- Be supported by parent company Aegon UK.
While Origen is wholly owned by Aegon UK plc they operate independently to us and won't pay any remuneration to any Aegon UK plc companies for Aegon customers using their services.
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.
The value of an investment can fall as well as rise and isn't guaranteed. You may get back less than you invest.