Origen Financial Services
David Briggs has extensive experience in the financial services sector, currently serving as the Head of Training & Competence at Origen Financial Services since January 2019. Prior roles include Training & Competence Consultant at Prudential UK and Area Quality Development Manager at RBS, where David developed a deep understanding of the advice process and risk management. David's leadership abilities are highlighted in previous positions as Area Director in Specialist Banking and Area Manager in Financial Planning at NatWest, where effective relationship management and performance coaching were key responsibilities. David began a career in financial advising and holds a foundational education from Caterham School, completed in 1985.
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