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.

• Stephen White

  IRN SJW00176

  • [FCA CF] Manager of certification employee (since 9 Dec 2019)
• Steven John Griffiths

  IRN SJG00029

  • CF30 Customer (1 Nov 2007 to 25 Jun 2012)
  • CF21 Investment Adviser (25 Mar 2003 to 31 Oct 2007)
  • CF22 Investment Adviser (Trainee) (10 Jan 2003 to 25 Mar 2003)
• Steven John Price

  IRN SJP01214

  • CF21 Investment Adviser (1 Mar 2005 to 20 Oct 2006)
• Steven Michael Clemence

  IRN SMC00008

  • CF21 Investment Adviser (1 Dec 2001 to 12 Jul 2002)
• Steven Michael Thompson

  IRN SMT01090

  • 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)
• Steven Philippe Gilbert Bruneau

  IRN SPB00038

  • CF30 Customer (19 Mar 2008 to 8 Apr 2008)
• Stevyn Francis Chubb

  IRN SFC01044

  • 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)
• Stewart Alan Bellinger

  IRN SXB85945

  • [FCA CF] Client dealing (1 Feb 2024 to 4 Apr 2025)
  • [FCA CF] Functions requiring qualifications (1 Feb 2024 to 4 Apr 2025)
• Stewart Alexander Martin Davidson

  IRN SAD01091

  • CF30 Customer (1 May 2008 to 30 May 2014)
• Stewart George Siegel

  IRN SGS00003

  • CF21 Investment Adviser (1 Dec 2001 to 17 Oct 2003)

• 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.