ORIGEN FINANCIAL SERVICES LIMITED

1. ORIGEN FINANCIAL SERVICES LIMITED 2005-03-02 → present
2. MOMENTUM FINANCIAL SERVICES LIMITED 2000-03-10 → 2005-03-02
3. BONDCO 767 LIMITED 2000-02-16 → 2000-03-10

Values shown as filed in the company's annual accounts. — indicates the figure wasn't present under that line item in that period. About these numbers

Margins divide P&L lines by turnover. Gearing is liabilities over total assets. Current ratio is current assets over creditors falling due within one year. Interest cover is operating profit over absolute finance costs. Sector-distribution context coming next.

Accounting basis

IFRS

Reporting scope

Standalone (parent only)

Auditor

Ernst & Young LLP

Audit opinion

Unqualified (clean)

Going concern

Affirmed

“After making enquiries, which included considering the liquidity of the Company's assets, profitability, wider economic factors and the potential impact of the Sale of Aegon UK by Aegon Ltd and projected regulatory capital position the Directors have a reasonable expectation that the Company has adequate resources to continue in operational existence for the foreseeable future (being at least 12 months from the date of this report). Accordingly, they continue to adopt the going concern basis in preparing the financial statements.”

Group structure

1. ORIGEN FINANCIAL SERVICES LIMITED · parent
   1. Barrington Hamilton Personal Asset Management Limited 100% · UK · financial planning and consultancy services

Significant events

• “In July 2025 the Company completed the acquisition of a retiring adviser financial planning business which resulted in the recognition of an investment in subsidiary.”
• “During the year, the Company undertook a reorganisation of its equity structure which comprised of a bonus share issue and a subsequent reduction of share capital.”
• “Aegon UK plc Group announced at its Capital Markets Day 2025 that it will begin a strategic review of Aegon UK, of which the Company is a part, to assess the best way to accelerate and maximize value for all stakeholders. On 15 April 2026 it was announced that Aegon UK will be sold to Standard Life plc, with transaction expected to close around the end of 2026, subject to customary conditions, including regulatory approvals.”
• “In January 2026, subsequent to the reporting date, the Company completed an asset acquisition of a financial planning business from a retiring adviser. The transaction resulted in the recognition of intangible assets totalling £1.1m.”

Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers

Filings

17

last 12 months

Capital events

5

last 24 months

Officers appointed

2

last 12 months

Officers resigned

2

last 12 months

Direct counts from the register. No score, no rating — see the Filing timeline for the underlying events.

• Turnover

  +13.8%

  £47,229,000 → £53,754,000

• Cash

  -55.5%

  £16,772,000 → £7,465,000

• Net assets

  +5.1%

  £48,923,000 → £51,409,000

• Employees

  -11.1%

  468 → 416

• Operating profit

  +119.4%

  -£14,570,000 → £2,825,000

• Profit before tax

  +121%

  -£13,924,000 → £2,921,000

• Wages

  -6.3%

  £30,263,000 → £28,368,000

Each % is (latest − prior) ÷ |prior| for the line item as filed. The comparison is only shown when the latest and prior accounts cover broadly equal-length periods — short or long stubs (typical around incorporation or a year-end change) are suppressed rather than misrepresented. Lines a company doesn't report are omitted. About these numbers