Wesleyan Assurance Society

Date authorised
1 April 2013
Companies House
ZC000145
Last scraped
3 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Wesleyan
    Colmore Circus Queensway
    Birmingham
    B4 6AR
    UNITED KINGDOM
    Phone
    +4401212009711
    Web
    https://www.wesleyan.co.uk

  • Complaints Contact

    Wesleyan
    Colmore Circus Queensway
    Birmingham
    B4 6AR
    UNITED KINGDOM
    Phone
    +4401212009639

What this firm is allowed to do

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

  • Bank Deposits

    For All, Deposit

    Show 1 limitation
    • · Limited to accepting deposits in the course of carrying on insurance business for which the firm holds a permission.

  • Authorised to Operate

    Show 1 limitation
    • · The firm can only agree to carry on the regulated activities specified in this Notice.

  • Arranges Investments

    For Eligible Counterparty, Professional, Retail (Investment), Certificates representing certain security, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Stakeholder pension scheme, Unit, Warrant

    Show 4 limitations
    • · Investment activity in "rights to or interests in investments (security)" is limited to the investment types granted for this activity.
    • · Investment activity in "rights to or interests in investments (contractually based)" is limited to investment types granted for this activity.
    • · Limited to Occupational Pension Scheme activities and in carrying on such activities to the specified investments listed other than "stakeholder pensions scheme" and rights to or interests in investments - security”, (when the latter is associated with this specified investment).
    • · Limited to sub-underwriting on behalf of a customer for OPS activities only and in carrying on such activities to the specified investments "share", "debenture", "government and public security", "warrant", "certificate representing certain security", "unit" and "rights to or interest in investments - security", (when the latter is associated with these specified investments).

  • Arranges Asset Safekeeping

    For Eligible Counterparty, Professional, Retail (Investment), Certificates representing certain security, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Funeral plan contract, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Stakeholder pension scheme, 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.

  • Manages Insurance Policies

    For All, Capital redemption, General liability, Life and annuity, Linked long-term, Marriage and birth, Pension fund management, Permanent health

    Show 1 limitation
    • · Investment type General Liability (Class 13) is limited to industrial disease risks only.

  • Credit Brokering

  • Stockbroking

    For Eligible Counterparty, Professional, Retail (Investment), Certificates representing certain security, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Stakeholder pension scheme, Unit, Warrant

    Show 3 limitations
    • · Investment activity in "rights to or interests in investments (security)" is limited to the investment types granted for this activity.
    • · Investment activity in "rights to or interests in investments (contractually based)" is limited to investment types granted for this activity.
    • · Limited to Occupational Pension Scheme activities and in carrying on such activities to the specified investments listed other than "stakeholder pensions scheme" and rights to or interests in investments - security”, (when the latter is associated with this specified investment).

  • Trades With You Directly

    For Eligible Counterparty, Professional, Retail (Investment), Certificates representing certain security, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Stakeholder pension scheme, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (contractually based)" is limited to investment types granted for this activity.

  • Issues Insurance

    For All, Capital redemption, Life and annuity, Linked long-term, Marriage and birth, Pension fund management, Permanent health

  • Consumer Hire

  • Runs Stakeholder Pensions

    For Eligible Counterparty, Professional, Retail (Investment)

  • Runs Personal Pensions

    For Eligible Counterparty, Professional, Retail (Investment), Personal pension scheme

  • Consumer Hire Servicing

  • Investment Setup

    For Commercial, Eligible Counterparty, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Non-investment insurance contracts, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Stakeholder pension scheme, Unit, Warrant

    Show 3 limitations
    • · Investment activity in "rights to or interests in investments (security)" is limited to the investment types granted for this activity.
    • · Investment activity in "rights to or interests in investments (contractually based)" is limited to investment types granted for this activity.
    • · Limited to Occupational Pension Scheme activities and in carrying on such activities to the specified investments listed other than "stakeholder pensions scheme" and rights to or interests in investments - security”, (when the latter is associated with this specified investment).

  • Manages Your Portfolio

    For Eligible Counterparty, Professional, Retail (Investment), Certificates representing certain security, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Funeral plan contract, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Stakeholder pension scheme, Unit, Warrant

    Show 3 limitations
    • · Investment activity in "rights to or interests in investments (contractually based)" is limited to investment types granted for this activity.
    • · Investment activity in "rights to or interests in investments (security)" is limited to the investment types granted for this activity.
    • · Limited to Occupational Pension Scheme activities and in carrying on such activities to the specified investments listed other than "stakeholder pensions scheme" and rights to or interests in investments - security”, (when the latter is associated with this specified investment).

  • Holds Your Assets

    For Eligible Counterparty, Professional, Retail (Investment), Certificates representing certain security, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Stakeholder pension scheme, 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.

  • Bryan Robert Haddock

    IRN BRH00012

    • CF21 Investment Adviser (1 Dec 2001 to 14 Jan 2005)
  • Bryan Samuel Jackson

    IRN BSJ01026

    • SIMF9 Chairman (7 Mar 2016 to 31 Dec 2017)
    • CF2 Non Executive Director (5 May 2007 to 6 Mar 2016)
  • Bryn Michael Trevor

    IRN BMT01015

    • CF21 Investment Adviser (20 Mar 2003 to 14 Jan 2005)
    • CF22 Investment Adviser (Trainee) (24 Sep 2002 to 20 Mar 2003)
  • Caitlin McBrien

    IRN CXM00488

    • [FCA CF] Client dealing (16 Dec 2020 to 30 Sep 2023)
  • Callum Neil Girvan

    IRN CNG01004

    • CF29 Significant management (1 Nov 2007 to 8 Jan 2010)
    • CF2 Non Executive Director (25 Jul 2006 to 10 Sep 2009)
    • CF8 Apportionment and Oversight (10 Jun 2005 to 20 Nov 2009)
    • CF16 Significant Mgt (Desgntd Investment Business) (10 Jun 2005 to 31 Oct 2007)
  • Callum Read

    IRN CXR53567

    • [FCA CF] Client dealing (10 Dec 2018 to 18 Oct 2019)
  • Cameron McKechnie-Perry

    IRN CXM00574

    • [FCA CF] Client dealing (9 Dec 2021 to 1 Oct 2025)
  • Campbell William Irvine

    IRN CWI00002

    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 3 May 2002)
  • Cara Harrigan

    IRN CXH00165

    • [FCA CF] Client dealing (9 Dec 2020 to 16 Apr 2021)
  • Carl Paul Antony Carlyle

    IRN CPC00008

    • CF21 Investment Adviser (3 Sep 2003 to 14 Jan 2005)
    • CF22 Investment Adviser (Trainee) (4 Mar 2003 to 3 Sep 2003)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

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

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