Origen Financial Services
Origen Financial Services is a financial planning firm in the UK that provides financial advice to individuals, families, and businesses. The firm has been operating for nearly 140 years and has a team of qualified advisers who assist clients in achieving their financial goals.
- Investment Planning
- Financial Protection
- Business Investment Advice
- Employee Financial Wellbeing
- Pensions and Retirement Planning
- Inheritance Tax and Estate Planning
Locations
Digital Popularity
Social Media
LinkedIn1,478 Followers
Competitors
Portus Wealth Ltd is a financial planning business, focused on helping you understand and plan for your financial future.
Georgetown Wealth Management provides professional, trustworthy independent financial advice, helping clients create the financial future they desire.
Edward Asset Management is a financial services firm that provides expert advice on various financial planning aspects.
Abacus Advice is a financial planning business that provides holistic financial advice for individuals, businesses, and trusts.
Company Details
Origen Financial Services is operated by Origen Financial Services Limited and is a Active company incorporated on 16 February 2000 with the registered office located in Farnborough, Hampshire. Origen Financial Services Limited was registered 25 years ago.
Status
Active
Size
Large
Directors
12
Age
25 years old
Employees
468
Turnover
£47.23M
Total Assets
£79.01M
Cash in Bank
£16.77M
Total Liabilities
-£30.09M
Teams
155
99
74
31
17
11
6
Chief Executive Officer • Joined Sep 2013
Chief Executive Officer • Joined Jan 2024
Non Executive Director • Joined Mar 2024
Chief Of Staff • Joined Nov 2024
Proposition Lead • Joined Dec 2024
Executive Assistant
Associate Director
Associate Director
Corporate Head • Joined Jan 2012
SIPP Manager
Chief Executive Officer • Joined Sep 2013
Chief Executive Officer • Joined Jan 2024
Non Executive Director • Joined Mar 2024
Chief Of Staff • Joined Nov 2024
Proposition Lead • Joined Dec 2024
Associate Director
Associate Director
Corporate Head • Joined Jan 2012
Regional Manager
Regional Manager
SIPP Manager
Account Manager • Joined Oct 2005
Director, Finance • Joined Oct 2019
Private Client Manager • Joined May 2016
Financial Education Manager • Joined Jan 2024
Private Client Manager • Joined Jun 2013
Head Of Private Client • Joined Jan 2014
Private Client Sales Manager • Joined Jun 2013
Director, Risk And Compliance • Joined Jan 2019
Director Risk Management & Compliance • Joined Oct 2011
Account Manager • Joined Oct 2005
Senior Account Manager
Private Client Sales Manager • Joined Jun 2013
Corporate Client Relationship Manager • Joined Oct 2021
Client Services Representative • Joined Mar 2022
Client Services Representative • Joined Sep 2024
Client Services Representative • Joined Oct 2024
Administrator/Receptionist
Support Analyst • Joined Aug 2015
Support Analyst
Chief Of Staff • Joined Nov 2024
Executive Assistant
SIPP Manager
Group Administration Manager
Administrator
Administrator • Joined Mar 2022
Administrator/Receptionist
Finance Administrator
HR & Systems Administrator • Joined Sep 2024
New Business Administrator • Joined Sep 2020
Head Of Private Client • Joined Jan 2014
Compliance Officer • Joined Feb 2016
Compliance
Private Client Adviser • Joined Nov 2018
Private Client Adviser • Joined Jul 2018
Private Client Adviser • Joined Mar 2025
Private Client Adviser • Joined Sep 2023
Private Client Adviser • Joined Nov 2019
Private Client Adviser • Joined Nov 2019
Private Client Divison • Joined Jan 2014
Marketing Campaign Manager • Joined Sep 2006
Head Of Training & Competence • Joined Jan 2019
Junior System Developer • Joined Sep 2021
Junior Systems Developer • Joined Mar 2023
Training & Competence Officer • Joined Jan 2023
Design And Marketing • Joined Jul 2024
View 155 members