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Wealth Referral Advice Service

Yorkshire Bank has chosen Origen Financial Services as our Wealth Referral Partner and can introduce you to an Origen financial adviser for your financial planning needs.

Origen provides high quality financial 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 include:

  • Investment planning
  • Investing for children
  • Family protection in the event of illness and medical expenses
  • Planning for complex and sensitive family situations
  • Specialist advice and counselling for senior executives, partners and owner managers
  • Pre-retirement planning, including tax efficient pension and investment advice
  • At retirement advice, including advice on annuities and drawdown
  • Estate planning including Inheritance Tax advice and trusts

Contact us

Contact your relationship manager

Call
0800 587 5871
24 hours, 7 days a week

Alternatively use our online contact form and we will call you.

This service may be temporarily unavailable during periods of routine maintenance.

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