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
Starting your journey
Starting your journey
As you would expect when selecting a professional adviser we have standards of advice and behaviour that we believe provides a rewarding relationship for you.
Our first objective is to get to know and understand you – when your adviser has gained all of the knowledge and information needed to help you review your current financial situation against your future objectives we will provide you with a written Statement of Engagement before we do any work. You will not incur any costs before you have specifically authorised us to do so. In this way you are always in control of what we do for you.
We will confirm in writing what we believe are the best options for you in a personal report, to make sure you’re comfortable with the next steps. This will include a review of your cash flow and budget, your current savings and investments, pensions and protection arrangements, compared with your financial goals and your attitude to risk. All of these factors help us to pinpoint the very best financial solutions for you and a clear roadmap of how to get to where you want to be.
We take the time to go through your report with you at a pace that you are comfortable with and at a time that is convenient to you.