Origen Financial Services Limited

• Principal Place of Business

  Origen Financial Services

  Ascent 4

  2 Gladiator Way

  Farnborough

  Hampshire

  GU14 6XN

  UNITED KINGDOM

  Phone

  +4403442093000

  Web

  https://www.origenfs.co.uk

• Complaints Contact

  Origen Financial Services

  Ascent 4

  2 Gladiator Way

  Farnborough

  Hampshire

  GU14 6XN

  UNITED KINGDOM

  Phone

  +4403442093000

• P2P Lending Advice

  For Commercial, Eligible Counterparty, Professional, Retail (Investment), Retail (Non-Investment Insurance)

• Pension Transfer Advice

  For Professional, Retail (Investment), Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Stakeholder pension scheme, Unit

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Investment Advice (no pensions)

  For Commercial, Eligible Counterparty, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Authorised to Operate

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  • · The firm can only agree to carry on the regulated activities specified in this Notice.

• Arranges Investments

  For Commercial, Eligible Counterparty, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Insurance Admin

  For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

• Credit Brokering

• Debt Advice

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  • · This permission is limited to debt counselling with no debt management activity

• Investment Setup

  For Commercial, Eligible Counterparty, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Clare Carruthers

  IRN CXC85146

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Manager of certification employee (since 1 Feb 2024)
  • [FCA CF] Functions requiring qualifications (since 1 Feb 2024)
  • [FCA CF] Client dealing (since 1 Feb 2024)
• Clare Jane Bousfield

  IRN CJB01252

  • CF2 Non Executive Director (12 May 2014 to 20 Jul 2016)
  • CF1 Director (28 Oct 2010 to 8 Dec 2011)
• Clare Louise Julian

  IRN CLB01111

  • CF30 Customer (20 Jan 2009 to 26 Nov 2009)
• Clive Leslie Byerley

  IRN CLB00003

  • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 28 Feb 2002)
• Colin Angus McIntyre

  IRN CAM00018

  • [FCA CF] Functions requiring qualifications (1 Feb 2024 to 2 Feb 2024)
  • [FCA CF] Client dealing (1 Feb 2024 to 2 Feb 2024)
• Colin Burchell-Crookes

  IRN CXB00024

  • CF11 Money Laundering Reporting (1 Dec 2001 to 1 Mar 2005)
  • CF10 Compliance Oversight (1 Dec 2001 to 1 Mar 2005)
• Colin Calway

  IRN CDC01079

  • 11. Pension transfer specialist
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • CF30 Customer (21 May 2014 to 8 Dec 2019)
• Colin Campbell Cameron

  IRN CCC00010

  • CF30 Customer (1 Nov 2007 to 30 Jun 2008)
  • CF29 Significant management (1 Nov 2007 to 30 Jun 2008)
  • CF16 Significant Mgt (Desgntd Investment Business) (21 Feb 2007 to 31 Oct 2007)
  • CF21 Investment Adviser (1 Mar 2005 to 31 Oct 2007)
• Colin Craig Watt

  IRN CCW00014

  • CF21 Investment Adviser (2 Dec 2005 to 2 Feb 2007)
• Colin Edward Deare

  IRN CED00002

  • CF21 Investment Adviser (1 Dec 2001 to 28 Feb 2002)

• Berringer Financial Services Ltd (no longer appointed)

  FRN 447356 · Appointed 26 Jan 2006 · Until 1 Nov 2008

• Phoenix Life Insurance Services Ltd (no longer appointed)

  FRN 434604 · Appointed 23 Jun 2005 · Until 6 Apr 2006

No changes recorded yet.