Origen Financial Services Limited

Date authorised
1 April 2013
Companies House
03926629
Last scraped
3 weeks ago
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Addresses

The contact details this firm has registered with the FCA.

  • 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

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • 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

    Show 1 limitation
    • · 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

    Show 1 limitation
    • · 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

    Show 1 limitation
    • · 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
    • · 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

    Show 1 limitation
    • · 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
    • · 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.

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • John William Stephenson McWatt

    IRN JWM00008

    • CF30 Customer (1 Nov 2007 to 16 Apr 2009)
    • CF21 Investment Adviser (1 Mar 2005 to 31 Oct 2007)
  • Jon Paul Dunckley

    IRN JPD00025

    • CF22 Investment Adviser (Trainee) (9 May 2005 to 2 Dec 2005)
  • Jonathan Cross

    IRN JXC00016

    • CF30 Customer (17 Jun 2015 to 28 Jan 2016)
  • Jonathan Halman

    IRN JJH00040

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

    IRN JXF01251

    • CF30 Customer (1 Nov 2007 to 2 Apr 2008)
    • CF21 Investment Adviser (1 Mar 2005 to 31 Oct 2007)
  • Jonathan Simpson Huntley

    IRN JSH01148

    • CF21 Investment Adviser (10 Feb 2006 to 2 Feb 2007)
    • CF22 Investment Adviser (Trainee) (22 Jul 2005 to 10 Feb 2006)
  • Jonathan Steward Stubbings

    IRN JSS01102

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

    IRN JXF85080

    • 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)
  • Joseph Patrick McElhinney

    IRN JPM01178

    • CF21 Investment Adviser (28 Aug 2002 to 8 Jun 2006)
    • CF22 Investment Adviser (Trainee) (16 Apr 2002 to 28 Aug 2002)
  • Joseph Paul Fox

    IRN JPF00004

    • CF21 Investment Adviser (1 Mar 2005 to 13 Dec 2006)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

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Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.