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
Starting your journey
Ongoing Advice
Ongoing Service
At Retirement
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.
Ongoing Advice
Impartial, expert advice for every decision
Your financial situation changes as you move through life. Expected and sometimes unexpected events mean that your financial plans need to be regularly reviewed and updated. Your adviser will regularly review your financial plans and provide ongoing advice, so that you feel confident and supported in every financial decision you make. We have the depth of expertise to help to resolve any issues that may arise – whether through a change in legislation or in your own personal situation.
Implementation
Once you have approved our recommendations, we will take responsibility for the implementation.
Ongoing Service
Every individual is different – and so are your finances
We will provide a Client Service Agreement that explains exactly what we will do for you, how we will monitor your investments, keep your plans on track and keep you educated and informed, depending on the service level you receive. This is our commitment to you.
Providing a high quality and holistic financial service
Experience tells us that there will be occasions when your needs are best served by introducing a lawyer or accountant. If you do not have your own and to ensure that you have access to the very best expertise as and when you need it, we have relationships with a number of accountants and lawyers who are available to you should you require their services.
At Retirement
Understanding your options at retirement can be challenging, but don’t worry, we are here to help
We undertake detailed research based on your personal circumstances and will provide solutions to help you maximise and protect your retirement income.
Whether you are considering the merits of your company pension scheme, an annuity, drawdown or a combination of these options our specialist retirement advisers are here to help you so please contact us today on 0344 209 3925. Calls are charged at your phone company’s basic rate. All calls are recorded for business purposes.