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

  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.

• 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.

• Timothy Fryer Colby

  IRN TFC00004

  • CF30 Customer (1 Jun 2009 to 4 Sep 2009)
• Timothy John Davis

  IRN TJD01092

  • CF30 Customer (28 Jul 2009 to 15 Oct 2009)
• Timothy Michael Simpkin

  IRN TMS00010

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

  IRN TCN00001

  • 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 (23 Feb 2016 to 8 Dec 2019)
• Timothy Seegar

  IRN TXS00055

  • CF30 Customer (20 Jun 2011 to 27 Jun 2014)
• Tina Teahon

  IRN TXT01152

  • 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)
• Tony Locke

  IRN TML00005

  • CF30 Customer (7 Apr 2009 to 15 Feb 2012)
• Tracey Gloyne

  IRN TXC00069

  • CF30 Customer (1 Nov 2007 to 13 May 2008)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
• Trevor Clason Garson

  IRN TCG00008

  • CF30 Customer (1 Nov 2007 to 6 Jun 2008)
  • CF21 Investment Adviser (1 Mar 2005 to 31 Oct 2007)
• Trevor Guy Sage

  IRN TGS00003

  • [FCA CF] Client dealing (1 Feb 2024 to 12 Jun 2024)
  • [FCA CF] Functions requiring qualifications (1 Feb 2024 to 12 Jun 2024)

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No changes recorded yet.