Individual

Why Origen

We work with you to plan your goals, make sure you stay on track and put you in control at all times.

Effective financial planning is rarely a one off event. We judge ourselves on long term relationships with our clients and in many instances we advise generations of the same family as well as their extended family.

To ensure we fully understand your requirements we break down your objectives into manageable parts and goals, help you to keep to your objectives and ensure you always have the opportunity to discuss matters with a dedicated financial adviser.

Origen clients with existing Cofunds or Brooks Macdonald investments can access their portfolios by clicking here.

What to expect from us.

  • Our advisers are fully qualified and authorised to provide the advice they are giving you
  • Our advice is always in writing
  • We will only undertake work with your prior approval
  • All telephone conversations and meetings are recorded
  • We will always ask you to make any investments, deposits, savings or insurance premiums payable directly to the company managing your money

Why our clients trust us

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