Origen Financial Services Ltd - Farnborough

Steve K.

Mark Ryan has been looking after me and my family for over 15 years. I can't speak highly enough of the professional, caring and efficient service we have received over the years. This has included advice on the investment portfolio, as well as more specific inheritance tax planning involving setting up a trust and negotiating a life assurance policy.
I have recommended Mark to friends seeking financial advice which, I understand, has led to a number of new client relationships.

Louise G.

Paul is approachable, amiable, and knowledgeable. He has provided invaluable support to my husband and me as we prepared for retirement. Retirement planning can be intricate, and Paul has assisted us in navigating its complexities.

He has dedicated time to listening, discussing, and advising us on our investments. Paul promptly responds to our inquiries and concerns.

Even in the short term, we have witnessed the positive impact of his advice on our investments. We eagerly anticipate continuing our professional relationship and have no reservations in recommending him to anyone seeking reliable financial guidance.

Paul Q.

Jessica Mackenzie-Williams has being managing my Origen portfolio for some time now.
From the very first meeting, she took the time to understand my various financial goals and created a strategy tailored to those needs. Whether it’s investment planning, retirement strategies, or general financial advice, she has always provided thoughtful guidance that gives me confidence in evaluating the various options available to me.
Jessica's deep industry knowledge, clear communication and professionalism have proved invaluable in helping me to make those decisions, for both my short term & long term financial objectives, in what is often a very complex subject to navigate.

I would have no hesitation in recommending the services Jessica and Origen have provided as being both good value for money and a pleasure to deal with.

Wendy H.

Alan Ferguson from Origen financial Services has been great in sorting out my pension. He has found the company that offered the best returns for my pension, I was very happy with the outcome. Alan was very approachable, knowledgeable, and gave me lots of advice. I was very happy with his service.

Ian C.

Jessica has provided financial advice to my wife and I over a period covering the lead up to retirement and the initial years of being retired. She took time to understand our financial goals for the short, medium and long term and has provided ongoing advice tailored to our circumstances. Jessica invites us to detailed annual reviews at which she provides a clear update of our financial position and advises us of any changes that may impact our financial strategy such as changes in legislation.
Jessica has been very professional in all of our interactions. She communicates very clearly and responds promptly and professionally to any requests for information.

cDaveMc

Since retiring 12 years ago, Leon Hunt has been the Financial Advisor to myself and wife. We meet annually with him and occasionally exchange an email or phone call if there is something we need to discuss on a more urgent basis.

Leon has always been super friendly and supportive, explaining everything in simple terms and the financial advice he has offered has been first class.

jeremy B.

I have been with Origen Financial Services Ltd for 25yrs and received good service. With Hatice Cinkaya as my current advisor I have received excellent advice due to her extensive knowledge in her role and is both willing/able to spend time at our meetings to discuss all issues in a clear and constructive manner. This I much appreciate.

Liz S.

What really impresses me about working with Origen is that they take the time to understand my situation. I am given options and explanations. I am able to make informed choices and I feel that I can ask all my questions. Making financial decisions is hard. But I feel that by having a long term relationship with an adviser who knows me and my family and our circumstances has made a real difference.