# Origen Financial Services

Origen Financial Services is a Bank / Wealth / Trust based in Farnborough, United Kingdom.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Farnborough, United Kingdom
- **Region:** Europe
- **Address:** Farnborough, United Kingdom
- **Founded:** 2005
- **Assets under management:** Undisclosed
- **Website:** origenfs.co.uk
- **LinkedIn:** https://www.linkedin.com/company/origen-financial-services

## Regulatory record

- **Reports private funds:** No

## About

Origen Financial Services is a financial planning firm founded in 2005 in Farnborough, England. It offers investment planning, retirement options, estate planning, and financial protection services. The firm also provides pension consultancy, financial wellbeing services for employees, and business protection advice.

## Questions

### What services does Origen Financial Services provide?

Origen provides holistic financial planning covering retirement planning, investment advice, inheritance tax mitigation, and personal protection. Advisers build strategies using SIPPs, ISAs, investment bonds, and whole-of-market product selection, with cash-flow modelling often central to client reviews.

### Does Origen manage proprietary investment funds?

No, Origen operates an open-architecture advisory model. It selects from third-party fund managers and platform providers rather than manufacturing its own investment products, giving it flexibility to switch solutions as a client's needs or market conditions change.

### How does Origen source clients?

Client sourcing relies heavily on professional referrals from accountants, solicitors, and corporate introducers. The firm's South East location provides access to business owners, senior professionals, and families with complex planning requirements, often approaching retirement or a liquidity event.

### What is Origen's regulatory structure?

Origen is directly authorized and regulated by the Financial Conduct Authority, not operating as an appointed representative under a larger network. This gives the firm direct responsibility for its compliance framework, investment committee decisions, and adviser supervision.

## Related profiles

- [Organization for Workers' Retirement Allowance Mutual Aid](https://altss.com/profile/organization-for-workers-retirement-allowance-mutual-aid)
- [Origin Financial](https://altss.com/profile/origin-financial)

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Last updated: 2026-06-03T20:00:00.000Z

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