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.

  • Ansha William

    IRN AXW00835

    • [FCA CF] Client dealing (9 Dec 2023 to 21 Mar 2025)
  • Anthony Charles Harris

    IRN ACH00023

    • CF21 Investment Adviser (1 Dec 2001 to 14 Nov 2003)
  • Anthony Cornfoot

    IRN AXC00105

    • CF21 Investment Adviser (1 Dec 2001 to 30 May 2003)
    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 24 Dec 2002)
  • Anthony David Barraclough

    IRN ADB00047

    • CF21 Investment Adviser (28 Apr 2003 to 2 Jun 2003)
    • CF22 Investment Adviser (Trainee) (26 Sep 2002 to 28 Apr 2003)
  • Anthony David Burns

    IRN AXB00300

    • CF21 Investment Adviser (1 Dec 2001 to 30 Apr 2002)
  • Anthony David Marks

    IRN ADM01222

    • SMF17 Money Laundering Reporting Officer (MLRO) (10 Dec 2018 to 15 Jul 2020)
    • CF11 Money Laundering Reporting (9 Nov 2009 to 9 Dec 2018)
  • Anthony Ernest Charles

    IRN AEC00003

    • CF2 Non Executive Director (1 Jul 2005 to 30 Jun 2013)
    • CF18 Significant Mgt (Insurance Underwriting) (2 Dec 2001 to 28 Jun 2003)
    • CF24 Pension Transfer Specialist (1 Dec 2001 to 28 Jun 2003)
  • Anthony James Welsh

    IRN AJW00121

    • CF21 Investment Adviser (1 Dec 2001 to 14 Nov 2003)
  • Anthony John Milford

    IRN AJM00110

    • CF22 Investment Adviser (Trainee) (14 Nov 2002 to 25 Nov 2003)
  • Anthony Richard Walker

    IRN ARW00048

    • CF21 Investment Adviser (1 Dec 2001 to 13 Dec 2004)
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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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