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.

• Michael Wallis

  IRN MJW01631

  • [FCA CF] Client dealing (9 Dec 2019 to 31 May 2024)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 May 2024)
  • CF30 Customer (13 Feb 2017 to 8 Dec 2019)
• Michael Wilton Hand

  IRN MWH01040

  • CF21 Investment Adviser (3 Jun 2005 to 8 Nov 2005)
• Michaela Alana Pashley

  IRN MAP01348

  • CF30 Customer (13 Apr 2017 to 28 May 2018)
• Michele Nash

  IRN MSN00002

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 5 Apr 2023)
  • [FCA CF] Client dealing (9 Dec 2019 to 5 Apr 2023)
  • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
• Michelle Ann Cracknell

  IRN MAC00004

  • CF30 Customer (1 Nov 2007 to 7 Dec 2007)
  • CF1 Director (9 Mar 2006 to 31 Jul 2007)
  • CF24 Pension Transfer Specialist (1 Mar 2005 to 31 Oct 2007)
  • CF21 Investment Adviser (1 Mar 2005 to 31 Oct 2007)
• Michelle Hughes

  IRN MXH01946

  • [FCA CF] Client dealing (1 Feb 2024 to 27 Feb 2026)
  • [FCA CF] Functions requiring qualifications (1 Feb 2024 to 27 Feb 2026)
• Michelle Louise Davis

  IRN MXD21797

  • SMF3 Executive Director (since 17 Dec 2019)
• Monica Timson

  IRN MXT85164

  • [FCA CF] Client dealing (1 Feb 2024 to 4 Nov 2024)
  • [FCA CF] Functions requiring qualifications (1 Feb 2024 to 4 Nov 2024)
• Murray Baxter Alexander

  IRN MBA00001

  • CF30 Customer (1 Nov 2007 to 5 Jul 2013)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
• Natalie Foss

  IRN NXF01274

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

• 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.