Daniel Lock

Paraplanner at Origen Financial Services

Daniel Lock's Professional Contact Details

Email (Verified)

****@origenfs.co.uk

Get Email Address

(248) 746-7000

Location

Slough, England, United Kingdom

Company

Origen Financial Services

Person Seniority

entry

Daniel Lock's Current Company Details

Origen Financial Services

• 89 Employees

finance

Origen Financial Services bring illuminating ideas to life We bring clarity to our clients finances to brighten their financial future. As one of the UK's largest financial advisers 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 your aims and ambitions to create a strategy that allows you to reach your financial goals. We believe in building long term client relationships In doing so we help you: - Simplify your financial life and help you achieve your dreams - Generate the income to sustain the lifestyle you deserve now and in retirement - Build a legacy for the ones you love We pride ourselves in being completely clear and transparent in the way we work. At an early stage, we will set out our associated costs, and at each stage of our advice process, seek your approval before moving to the next stage. Our services Through our nationwide team of highly qualified adviers we provide: Businesses - Auto-enrolment advice, including restructuring of existing employee benefit programmes - Benchmarking existing benefits against employees' needs and industry peers - Advice on pensions, group risk, healthcare and lifestyle products - Communications â€“ tailored pensions and total reward statements, branded employee materials, onsite seminars, and 1-2-1 advice sessions - Financial education services provided for employees of the UK's largest organisations including mid-career guidance, advice for senior executives and pre and retirement seminars Individuals - Pensions and investment advice - Protection including critical illness, life insurance and income protection - Pre retirement planning, including tax efficient pension, investment and protection advice - Retirement planning, including advice on annuities and drawdown - Estate planning including Inheritance Tax and Trusts

Founded Year

2005

Organization Website

origenfs.co.uk

Organization Languages

English

Organization Revenue

75000

Current Technologies

mobile friendly

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