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.

  • Sian Helen Kent

    IRN SHL00008

    • CF30 Customer (13 Jan 2014 to 20 Jul 2018)
  • Silvia Borges Medeiros

    IRN SXB02386

    • [FCA CF] Client dealing (1 Feb 2024 to 4 Nov 2024)
    • [FCA CF] Functions requiring qualifications (1 Feb 2024 to 4 Nov 2024)
  • Simeon John Adams

    IRN SJA00065

    • CF30 Customer (1 Nov 2007 to 5 Mar 2008)
    • CF21 Investment Adviser (1 Mar 2005 to 31 Oct 2007)
  • Simon Alexander Sharp

    IRN SAS01215

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 11. Pension transfer specialist
    • [FCA CF] Client dealing (since 11 Mar 2020)
    • [FCA CF] Functions requiring qualifications (since 11 Mar 2020)
  • Simon David O'Connell

    IRN SDO01012

    • CF30 Customer (1 Nov 2007 to 29 May 2015)
    • CF21 Investment Adviser (21 Feb 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (28 Apr 2005 to 21 Feb 2006)
  • Simon Derrick Sinclair

    IRN SDS00016

    • CF30 Customer (1 Nov 2007 to 15 Nov 2011)
    • CF21 Investment Adviser (10 May 2005 to 31 Oct 2007)
  • Simon Graeme Jospeh Ord

    IRN SXO85042

    • 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)
  • Simon Howard Moore

    IRN SHM00003

    • CF21 Investment Adviser (1 Dec 2001 to 16 Oct 2002)
  • Simon John Cornish

    IRN SJC00108

    • CF30 Customer (1 Nov 2007 to 15 Jan 2013)
    • CF24 Pension Transfer Specialist (1 Mar 2005 to 20 Apr 2007)
    • CF21 Investment Adviser (1 Mar 2005 to 31 Oct 2007)
  • Simon John Cunningham

    IRN SJC01393

    • CF28 Systems and controls (15 Jun 2010 to 23 Jun 2012)
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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.