Origen Financial Services
Alan Keane is a seasoned financial professional with extensive experience in providing financial advice. Currently serving as a Private Client Adviser and Pension Transfer Specialist at Origen Financial Services since July 2018, Alan advises corporate clients on Pension Liability Management and retirement options. Previously, Alan operated as an Independent Financial Advisor for Keane Pensions & Investments from August 2014 to July 2018, focusing on services for expatriates and British citizens in Spain. Alan's career also includes roles as a Wealth Management Partner at True Potential LLP and Senior Premier Banking Manager at Barclays Bank. Alan holds a Diploma in Financial Planning from Salesians College, with education credentials that trace back to Holy Family School.
Origen Financial Services
Origen Financial Services is one of the UK’s leading financial advisers. We will help clients to: • simplify their financial life and help achieve their financial goals • generate an income from their portfolio now and in retirement • build a legacy for their loved ones. We provide advice to individuals, small to medium sized businesses and employees of some of the UK’s largest organisations. Our role as financial advisers is to fully understand financial aims and ambitions and to create a financial plan to help our clients to reach their financial goals. We believe in building long term client relationships. We pride ourselves on putting our clients first. We guide clients through the financial maze, build their financial knowledge and help them make confident and informed financial decisions at the right time. Contact us: Telephone: 0344 209 3925* Email: clientservices@origenfs.co.uk *Calls are charged at your phone company’s basic rate. All calls are recorded for business purposes. Our services Through our team of highly qualified advisers across the UK, we provide advice on: - Workplace and personal pensions and investments; - Protection, including critical illness, life insurance and income protection; - Pre-retirement planning, including tax planning; - At retirement planning, including advice on annuities and drawdown; - Estate planning including Inheritance Tax and Trusts For business clients, we offer: - Advice services to pension scheme members for Pension Liability Management projects - Auto-enrolment advice, including restructuring existing employee benefit programmes; - Benchmarking and review of workplace benefit packages against employees’ needs and industry peers; - Advice on workplace pension schemes, group risk, healthcare and employee wellbeing; – Content for staff communications on pensions and reward statements, branded employee materials, onsite seminars, and 1-2-1 advice sessions; - Financial education services for emp