Wesleyan Assurance Society

Date authorised
1 April 2013
Companies House
ZC000145
Last scraped
3 weeks ago
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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.

  • Danny Cameron

    IRN DXC00625

    • [FCA CF] Client dealing (9 Dec 2022 to 13 May 2023)
  • Daphne Gallagher

    IRN DXG00282

    • [FCA CF] Client dealing (23 Mar 2021 to 1 Oct 2025)
  • Darryl Louise Nolan

    IRN DLS00019

    • CF22 Investment Adviser (Trainee) (16 Aug 2002 to 14 Jan 2005)
  • Daryl Burley

    IRN DXB00209

    • [FCA CF] Client dealing (9 Dec 2020 to 1 Oct 2025)
  • Daryl Fisher

    IRN DXF00068

    • [FCA CF] Client dealing (9 Dec 2020 to 25 Jun 2021)
  • Das Lohat

    IRN DXL00451

    • [FCA CF] Client dealing (9 Dec 2023 to 1 Oct 2025)
  • David Binks

    IRN DXB00116

    • CF22 Investment Adviser (Trainee) (11 Jul 2003 to 30 Sep 2004)
  • David Brian Ayling

    IRN DBA00007

    • CF22 Investment Adviser (Trainee) (15 Nov 2002 to 2 Jun 2003)
  • David Burns

    IRN DRB01082

    • CF21 Investment Adviser (22 Mar 2004 to 14 Jan 2005)
    • CF22 Investment Adviser (Trainee) (17 Oct 2002 to 22 Mar 2004)
  • David Francis Zahra

    IRN DFZ00001

    • CF21 Investment Adviser (1 Dec 2001 to 15 Feb 2002)
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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.

No changes recorded yet.