Whether it is your first step or you have a lifetime of investing, making the right decisions in finance will always be tough and we are here to help. We provide a wide range of expertise to meet the financial aims of our clients as well as peace of mind for the future, for you and your loved ones. 

Origin Wealth Management was set up to offer a true service of honest expert advice by always putting clients first, finding what they want to achieve and planning how to get there. 

We specialise in helping both Private and Corporate accounts in a wide range of financial areas to increase and protect your wealth and reduce tax including: 

• Investment Planning
• Retirement Planning
• Protection Planning and 
• Inheritance Tax Planning.

Examples of our clients include:

• High net worth individuals and families - Increasing their capital and/or income and planning for future generations.
• Individuals – Those who wish to invest for the future with more money and retire early. 
• Families - Who wish to protect themselves for if the unforeseen happens through the correct insurances. 
• Business owners - To help with reducing tax, protecting their business and increasing personal finances. 

For a confidential no obligation conversation about where we may be able to help, do get in touch.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.