About OrigenÂ
Financial Services
Overview
As one of the UK’s leading financial planning firms, we are a trusted partner for individuals, families, trustees and businesses. We have a highly qualified team of advisers throughout the UK, who support thousands of clients every year with their financial planning needs.
We aim to build a brighter future for everyone; delivering the best financial outcomes for our clients, minimising our impact on the environment and giving back to the communities in which we operate.
Our History
Since Leslie and Godwin first established their financial partnership in 1885, our firm has seen many changes in its 140 year history. From 2005 we have been owned by Aegon UK, part of Aegon Limited, one of the world’s largest financial services groups.
Today, Origen Financial Services is one of the UK’s leading financial advice firms, helping generations of people achieve their financial goals. Some clients have been with us for decades, trusting us to help build their financial futures and supporting them as their life unfolds.
In February 2024, Nationwide Building Society’s financial planning service moved to Aegon Financial Planning, which is a trading name of Origen Financial Services Limited.
Aegon Financial Planning
Aegon Financial Planning provides restricted advice on a limited range of carefully selected investments, designed to help your money grow over the long term.
For more information please visit www.aegon.co.uk/afp
Our Awards and Recognition
We’re proud of the awards we have won, including Best Retirement Advisory Firm for the past 10 consecutive years. However, the most important criteria we measure ourselves against is helping our clients achieve their financial goals.
Our Values
We help people build a brighter financial future – for themselves, their families and their businesses. By listening to our clients’ aspirations and concerns, we tailor our advice to each client’s needs and support them in achieving their financial goals.
Clear
We’re clear in everything we do and say – the advice we give, the fees we charge and the information we provide.
Genuine
We are fair, trustworthy, honest in everything we do.
Helpful
We give clients the knowledge they need to make confident decisions and achieve financial independence.
Dynamic
We are forward-thinking, have a positive attitude and are energetic in our thinking. We respond quickly to any changes in markets and legislation that could improve our clients’ financial position.
Our Leadership Team
We have a Board of well-respected industry figures, who have wide-ranging expertise and many years of experience. Their role is to ensure that our company meets its obligations to clients, its responsibilities to employees and complies with all legislative and regulatory requirements.
Tim Orton
CEO
Alec Ramsey
Director of Risk and Compliance
Michelle Davis
Director of Finance
Mike Morris
Director, Proposition and Marketing
Howard Evans
Chairman
Duncan Jarrett
Non Executive Director
Andy Manson
Non Executive Director
John Boyle
Non Executive Director
Giving Back
As well as helping our clients towards a brighter financial future, we aim to give something back to our local communities. We provide sponsorship to local children’s sports teams and youth groups across the UK, as well as make charitable donations to local projects. Many of our employees also hold voluntary community positions.
Diversity & Inclusion
We believe that diverse and inclusive teams create better insights and deliver the best outcomes for our clients. The skills, values and energy that a diverse workplace brings is also critical to our long-term success. We are proud of our continued work to be a diverse and inclusive firm, ensuring our teams are representative of the clients we serve and the communities in which we operate.
