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Wealth referral advice service

Yorkshire Bank has chosen Origen Financial Services as our wealth referral partner. We can introduce you to an Origen financial adviser for your business and individual financial planning needs.

Origen Financial Services provides advice to individuals and businesses on a transparent fee basis. For providing this referral service, Yorkshire Bank will receive a percentage of the advice fee charged by Origen. Services available include:

  • Advice to help businesses prepare for auto-enrolment
  • Comprehensive employee benefits consulting and solutions
  • Review, redesign and restructuring of pensions and group risk arrangements
  • Total reward statements and flexible benefits
  • Business protection – key person, shareholder and partnership assurance
  • Financial education for employees
  • Business succession planning
  • Exit strategies for owner managers
  • Redundancy, retirement and bereavement counselling

Further information

Find out more
General enquiries
Call us on
0800 032 3971

Monday - Friday 8am - 6pm


Existing customers

Contact your relationship manager or call our Business Direct team


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