Origen Financial Services

Origen Financial Services was established in 1885 when Leslie and Godwin first established their financial partnership. The firm has been owned by Aegon UK, part of Aegon Limited, since 2005. Origen Financial Services Limited is authorised and regulated by the Financial Conduct Authority. It is the legal entity behind trading names including Origen, Origen Private Client Solutions, Origen Corporate Solutions, Origen Ethical Futures and Aegon Financial Planning. In February 2024, Nationwide Building Society’s financial planning service moved to Aegon Financial Planning, a trading name of Origen Financial Services Limited.

Origen Financial Services has a highly qualified team of advisers throughout the UK. It provides financial advice to individuals, families, trustees and businesses. Origen Financial Services has won the award for Best Retirement Advisory Firm for the past 13 consecutive years. Tim Orton is the CEO; Alec Ramsey is the Chief Risk Officer; Michelle Davis is the Chief Financial Officer; Mike Morris is the Director of Proposition and Marketing; Rob Waller is the Chairman; Andy Manson and John Boyle are Non Executive Directors.

Financial advice delivered through a long-standing personal relationship is the theme running through Origen Financial Services in Edinburgh. Michael Spence recurs across the accounts, credited with guiding investments through difficult market conditions, while Vanessa McCoy is named repeatedly in connection with pensions, retirement planning and her ability to make figures comprehensible. Claire Houstin also receives thanks for the attention given to clients. Clear discussions and final reports that reflect individual requirements are mentioned again and again, as is the reassurance that contact continues after the work is completed, with advisers described as reachable by telephone when needed.

The guidance is characterised as tailored rather than generic, suiting people weighing early retirement or seeking a comfortable retirement lifestyle, and reviewers describe queries being dealt with professionally and problems resolved. Expertise in investment and retirement matters is acknowledged alongside a friendly manner attributed to named staff. Trustworthiness and confidence in the handling of pensions during unsettled financial periods come through strongly, and the rapport between client and adviser is presented as central to the experience.