Who we are
A multi-award winning financial advice business, we have a highly qualified team of advisers throughout the UK who help over 16,000 individuals, 200 businesses and some of the UK’s largest organisations to make the best financial decisions. As a personalised advice-led business, our focus is on arming our clients with the information and knowledge they need to reach their objectives.
Meet the board
When appointing a firm of advisers it is important to ensure that not only is your adviser looking after you properly but that the Board of directors is looking after the company.
The Board at Origen consists of both Executive and Non Executive Directors whose role is to ensure that the company meets its obligations to its clients, its responsibilities to its staff and complies with legislative and regulatory requirements.
At Origen we have created a Board with significant experience and reputation.
Director of Risk and Compliance
Director of Finance
Director, Proposition and Marketing
Managing Director, Aegon Workplace Investing
Non Executive Director
Experts at dealing with vulnerable clients
Our advisers have completed the ‘Recognising Vulnerability’ training provided within the profession to ensure that they are qualified and expert in supporting those in vulnerable circumstances.
They take time with everyone, listen to all concerns and help with a very compassionate and caring nature.
Origen is proud to be a partner of the Professional Finance Society charter ‘A safe pair of hands’. The Financial Vulnerability Taskforce (FVT) aims to promote greater understanding, encourage appropriate behaviours and establish good practice in respect of consumer vulnerability.
Our corporate social responsibility
Profitable and sustainable growth is important to us, but so is helping to make a brighter future for our customers, communities, society and the environment we work in.
Alongside our parent company, Aegon, the team at Origen Financial Services are proud to be involved in a number of charitable and social initiatives, helping to give back to local communities and supporting local and national charities through fundraising and donations. These include:
- CALM (Campaign Against Living Miserably)
- Wear it Pink
- Jeans for Genes
- Comic Relief
- Sports Relief
- Macmillan Cancer Support
- Cancer Research UK
- Sponsorship and training for local childrens’ sports clubs
We understand the impact we can have on the environment, so we do our best to reduce any negatives and increase the positives by:
- Recycling our waste
- Using motion sensors so our lights are only on when we need them
- Providing excellent facilities for employees cycling to work
- Providing specialist advice on ethical and socially responsible investments
We are proud to be part of our parent, Aegon’s ISO50001 energy management certification in our journey towards achieving net-zero carbon emissions.
CA10400 Exp 08/2024