Origin Wealth Do The Hard Work For You
We are experts at sourcing income-efficient remuneration and income planning services. Through our non-biased introductions we have helped many high net worth individuals (HNWI's), owner managed businesses (OMB's) and small to medium enterprises (SME's) to find the right offering to help them manage their income, and significantly reduce their time spent sourcing services themselves.
Why Origin Wealth?
Our experience of over 15 years in this arena has meant that we have been able to continuously ensure that we are always able to source the most innovative solutions that are available. All our partners have been through a stringent compliance process to ensure that their company and their products/services meet the specific regulatory guidelines for their sector, as well as offering value for money. Through these relationships we have negotiated preferential rates on your behalf.
- Flexibility: Our partners offer a range of services which are innovative and flexible
- Speed: You can register to become a referrer through our simple and fast application process
- Transparency: All products offered by our clients are explained and pricing in transparent
- Stress-free: Saving you the trouble of contacting numerous companies, as most of our partners offer a one-stop shop solution
- Certainty: Stringent compliance process
How We Work With You
We believe in building strong relationships and trust with our clients, as well as our partners, with our high-quality introducer service. We have a unique offering for the HNWI, OMB and SME market, and through our ethos of complete client satisfaction we are confident that our clients and partners will become ambassadors of Origin Wealth.
Upon contacting us we will provide a brief consultation service, either by telephone or a face-to-face meeting, to discuss your individual needs or the needs of your clients. We will then go on to introduce you to our partners who provide the services you need at the rates we've negotiated. You are not obliged to engage with any of the partners we recommend to you, the choice of service and provider is entirely your decision.
For further information, or to discuss your circumstance please contact us or call 0203 667 4958 to speak to our team.
We carefully select Compliant Partners offering a range of services. Our Partners include: