Origen Financial Services Ltd
Origen Financial Services Ltd is a financial services company located in Farnborough, England. They specialize in providing investment services and financial advice to clients. Their team of experienced financial advisors works closely with clients to develop personalized investment strategies that meet their unique needs and goals. Origen Financial Services Ltd is committed to providing exceptional service and helping clients achieve their financial objectives.
Introduction to Origen Financial Services Ltd
Origen Financial Services Ltd is a financial services company that has been in operation for over a decade. The company was founded with the goal of providing personalized financial advice and investment services to individuals and businesses. What makes Origen unique is their team of experienced financial advisors who work closely with their clients to develop a customized plan that meets their specific financial needs.Services & products
Origen Financial Services Ltd offers a range of services including investment management, retirement planning, estate planning, tax planning, and insurance services. Their financial advisors work with clients to develop a tailored plan that takes into account their financial goals and risk tolerance. Additionally, they offer a variety of investment products including stocks, bonds, mutual funds, and exchange-traded funds.Location
Origen Financial Services Ltd is located on the second floor of Ascent 4 in the town of Farnborough, England. Farnborough is a bustling town with a mix of businesses and residential areas. Within the town, visitors can expect to find a variety of shops, restaurants, and cafes. The nearest public transportation options to the office include the Farnborough Main train station, which is 1.5 miles away, the Farnborough North train station, which is 1.3 miles away, and the Farnborough bus station, which is just a half-mile away.Benefits
Customers should choose Origen Financial Services Ltd because of their commitment to personalized financial advice and investment management. Their team of experienced financial advisors work closely with their clients to develop a customized plan that meets their specific financial needs. Additionally, they offer a wide range of investment products and services that can help clients achieve their financial goals.Good to know
Customers should be aware that Origen Financial Services Ltd is a fee-based financial services company. This means that they charge fees for their services rather than earning commissions on the products they sell. This ensures that their advisors are working in the best interest of their clients and not just trying to sell them products for a commission.Reviews
Customers have praised Origen Financial Services Ltd for their personalized approach to financial planning and investment management. Many have commented on the professional and knowledgeable staff, and the level of attention and care given to each client. Overall, customers have had positive experiences with the company and recommend their services to others.Amenities
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complimentary consultation -
online services
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retirement planning
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investment advice
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tax planning
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insurance services
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financial planning
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wealth management
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estate planning
FAQ
What types of investment products do you offer?
We offer a range of investment products, including stocks, bonds, mutual funds, exchange-traded funds (ETFs), and alternative investments such as real estate investment trusts (REITs) and private equity funds.What are the fees for your financial advisory services?
Our fees vary depending on the scope of services provided and the complexity of the client's financial situation. We typically charge a percentage of assets under management, but we also offer hourly or flat fee options for specific services.What types of financial products do you offer?
In addition to investment products, we offer a variety of financial services such as retirement planning, tax planning, estate planning, insurance, and education planning. We tailor our services to the individual needs of each client.How do you determine the best financial strategy for your clients?
We take a holistic approach to financial planning and consider a client's goals, risk tolerance, time horizon, and current financial situation before recommending a strategy. We regularly review and adjust our recommendations based on changing market conditions and the client's evolving needs.Can you provide examples of past performance for your investment portfolios?
We believe that past performance is not indicative of future results and do not guarantee any specific returns. However, we provide clients with detailed performance reports on their individual portfolios and regularly communicate with them about their investments.Reviews
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Aileen Tough
Vanessa always gives a friendly helpful service. Always a pleasure.
22-05-2023
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Diane Bebbington
We have been receiving financial advice from Keith Harrison (Private Client Advisor) for the past 3 years. Having decided to take early retirement, we were inexperienced in the world of investments and pensions. His experience and advice has been outstanding. His friendly approach and knack of changing unfamiliar financial language into terms we understand has been incredibly helpful to us. We trust him completely and will continue using his services over the years to come. We would wholeheartedly recommend his financial advice in all areas to others.
22-05-2023
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Tom Houston
Just completed my annual review with my Financial Adviser Jim Noble and as usual the session was professionally led by Jim who was able to satisfactorily answer my questions. I left the session knowing my affairs are in good hands.
15-05-2023
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Julian Clark
I contact Origen in early 2022 to assist me with my financial and pension arrangements. My financial advisor is Alan Ferguson and he has provided me with excellent service. Always available when needed with knowledgeable and good advice.
29-03-2023
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Mark Barnes
I have now been dealing with Origen Financial Services (Martin Banerjee and his team) for about 3 years. I have been absolutely delighted with his professionalism, client care, efficiency and clarity in everything that is suggested. I could not have found a better fit for my financial needs and would have no hesitation in recommending him & Origen to my family, friends and colleagues.
29-03-2023
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Sam Gordon
I have absolutely no hesitation in warmly and wholeheartedly commending OFS and especially Mr Barry Crawford in his role as financial consultant/adviser. His delightful manner, his patience, his genuine empathy for our situation at this stage in life, his ability to make the difficult details easy for a non-financial person to understand, his willingness to answer every question, his punctuality ... all this, and so much more. I have been hugely impressed with his meticulous attention to detail and for his determination to see a project through to the finish - so, today, I am a most satisfied customer and, if it were possible, I would joyfully ascribe to him a rating higher than 5-star. Thank you!
29-03-2023
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Malcolm Reeves
We found the whole experience positive and well managed, it put us in the picture as to how we should act. Thank you Simon.
29-03-2023
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Sheena Cowell
My wife and I are long term investors with Origen Financial Services. Throughout this period our Financial Adviser has been Mark Ryan with whom we have established a good working relationship. Our annual meeting is always informative and advice sound. During these meetings we have considered ethical investments and different risk strategies, which have always been explained, and other areas of investment relevant to our circumstances. We are very satisfied with the services we receive from Origen Financial Services and are happy to recommend Mark Ryan. Tony and Sheena Cowell
29-03-2023
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Barry McKeown
Always had reliable and good service from my adviser. Would recommended
29-03-2023
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danny curtis
I have been very satisfied with all my dealings with Origen. My advisor Mark Ryan has always made himself available when I need to speak to him. He has always been friendly and very professional and has guided me through every stage of sorting out my finances for retirement. I would highly recommend both him and Origen financial services as a whole.
29-03-2023
