Origen Financial Services
Graeme Wolfe DipFA is an experienced financial professional with a career spanning over two decades in various advisory roles. Currently serving as a Private Client Advisor at Origen Financial Services since January 2019, Graeme has a robust background, having held positions such as Partner at Financial Themes, Premier Relationship Manager at HSBC Retail Banking and Wealth Management, and Wealth Partner at True Potential Wealth Management LLP. Early in the career, Graeme worked as a Senior Financial Adviser at Halifax and as a Financial Adviser at Barclays Bank PLC, where expertise was developed in investment strategies, wealth management, and client relationship building. Graeme also has experience in estate planning and personal insurance products, with foundational education from Neath College and Dwr y Felin.
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