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.

• Tahir Hamid

  IRN TXH01198

  • [FCA CF] Client dealing (1 Feb 2024 to 27 Feb 2026)
  • [FCA CF] Functions requiring qualifications (1 Feb 2024 to 27 Feb 2026)
• Talveer Sandher

  IRN TSS01051

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 11 Dec 2023)
  • [FCA CF] Client dealing (9 Dec 2019 to 11 Dec 2023)
  • CF30 Customer (7 Jan 2019 to 8 Dec 2019)
• Tamara Cullen

  IRN TLC01041

  • [FCA CF] Client dealing (1 Feb 2024 to 4 Nov 2024)
  • [FCA CF] Functions requiring qualifications (1 Feb 2024 to 4 Nov 2024)
• Taryn Chelebi

  IRN TXB85148

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 3 May 2024)
  • [FCA CF] Client dealing (since 3 May 2024)
• Terence Cantwell

  IRN TXC00014

  • CF21 Investment Adviser (1 Mar 2005 to 31 Dec 2005)
• Thomas Bailey

  IRN TWB00004

  • CF30 Customer (22 Nov 2007 to 30 Jan 2009)
• Thomas Bradshaw

  IRN TXB10786

  • 7. Giving personal recommendations on long-term care insurance contracts
  • 11. Pension transfer specialist
  • 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 (29 Jan 2019 to 8 Dec 2019)
• Thomas Worthington

  IRN TXW00234

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Client dealing (since 13 Feb 2023)
  • [FCA CF] Functions requiring qualifications (since 13 Feb 2023)
• Tim Richard Orton

  IRN TRO01008

  • SMF3 Executive Director (since 12 Jan 2024)
  • SMF1 Chief Executive (since 12 Jan 2024)
  • Responsible for Insurance Distribution (since 12 Jan 2024)
• Timothy David Wood

  IRN TXW84634

  • 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.