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.

• Madiha Sarfaraz Mohammad

  IRN MSM01149

  • 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)
• Magdalena Izabela Wszolek

  IRN MXW00763

  • [FCA CF] Functions requiring qualifications (1 Feb 2024 to 6 Feb 2026)
  • [FCA CF] Client dealing (1 Feb 2024 to 6 Feb 2026)
• Malcolm John Hewson

  IRN MJH00047

  • CF21 Investment Adviser (1 Dec 2001 to 31 Jul 2005)
• Malcolm Thomas

  IRN MXT00015

  • CF24 Pension Transfer Specialist (1 Mar 2005 to 29 Aug 2006)
  • CF21 Investment Adviser (1 Dec 2001 to 26 Oct 2007)
• Marcel Spike Hacker

  IRN MSH01104

  • 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 (23 Jul 2013 to 11 May 2018)
• Marco Romano Sambucci

  IRN MRS00010

  • CF21 Investment Adviser (1 Dec 2001 to 31 Aug 2005)
• Marcus Craig Blase

  IRN MCB00023

  • CF30 Customer (1 Nov 2007 to 27 Jul 2012)
  • CF21 Investment Adviser (28 Dec 2005 to 31 Oct 2007)
  • CF22 Investment Adviser (Trainee) (1 Mar 2005 to 28 Dec 2005)
• Marcus Dowler

  IRN MHD00001

  • CF21 Investment Adviser (1 Dec 2001 to 5 Aug 2005)
• Maria Correia

  IRN MMC01043

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • CF30 Customer (24 May 2011 to 8 Dec 2019)
• Maria Teresa Agnew

  IRN MTA01028

  • CF21 Investment Adviser (15 May 2006 to 6 Oct 2006)
  • CF22 Investment Adviser (Trainee) (7 Feb 2006 to 15 May 2006)

• 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.