Welcome to Origen
Following the sale of Bree Wealth & Tax Management Limited, we’re delighted to welcome you to Origen Financial Services.
At Origen we combine the highest standards of personalised local advice and service with making financial planning feel more straightforward and human.
For us, wealth management is about much more than just returns; it’s about truly understanding you and building long-term relationships. We’re here to help you grow your wealth and achieve lasting financial security. Our goal is to be a trusted partner in every aspect of your financial life – from saving and investing to retirement planning, estate planning, and family wealth transition, whilst always providing the personalised service you can count on.
“You have been at the heart of everything I’ve done for 13 years. My decision to sell my business is driven by one thing: making sure you’re in the best possible hands. Origen’s approach to financial planning truly aligns with mine – they focus on understanding you as a person and building a relationship, I’ve chosen Origen because I trust them completely.”
“We’re absolutely delighted to welcome you to Origen. We’ll continue to provide you with the highest standard of personalised local advice and service, enhanced by Origen’s resources and stability. We place great value on building long‑term relationships with all our clients, and you can trust us to look after you with the same genuine care, attention and ongoing personal support you’ve come to expect.”
We’re here to help
If you have any questions or would like to discuss your financial plans, please contact our dedicated Bree Wealth Helpline
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