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Business and private wealth management

Clydesdale Bank’s wealth referral partner is Origen Financial Services, who can provide you with an Origen financial adviser for your business and individual financial planning needs.

You will be able to access wealth and financial advice on a range of investment, pension and protection products.

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

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

Find out more

Enquire online
General enquiries
Call us on
0800 032 3971

Monday - Friday 8am - 6pm


Existing customers

Contact a relationship manager or call our Business Direct team


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