Origen is one of the UK’s leading Independent Financial Advisers. We have over 400 employees
in 10 UK offices advising 300,000 private clients, 1,000 SME and mid Corporate clients and over
70 of the largest organisations in the UK. We are an advice-led business and believe this approach
delivers the most effective and personalised service to our clients.

Our best asset is our hard working and dedicated employees and we provide them with everything
they need for a rewarding career with us. We offer a comprehensive training and development structure to support all staff personally and professionally, which is called the ‘Origen Academy’ - a programme aimed at existing employees to prepare them, and our company for the post-Retail Distribution Review (RDR) world.

Listed below are the main areas our advice covers:

CORPORATE CLIENTS

Redesign/restructuring of employee benefits for small and medium sized companies
Fully independent ‘whole of market’ advice on pensions, group risk and healthcare and lifestyle products
Communications – individualised pensions and total reward statements, employee packs, branded employee materials, onsite seminars, clinics and 1-2-1 advice
Financial education and information to employees of the UK’s largest organisations

PRIVATE CLIENTS

Pre retirement planning, including tax efficient pension and investment advice
At retirement planning, including advice on annuities and unsecured pensions
Investment portfolio management
Specialist wealth management advice for senior executives
Self Invested Personal Pensions
Property sale and purchase
Inheritance tax planning
Family protection in the event of death, illness or medical expenses

PROFESSIONAL FIRMS

A leading independent financial adviser to lawyers and accountants