WESLEYAN FINANCIAL SERVICES LIMITED

Date authorised
1 April 2013
Companies House
01651212
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

    Colmore Circus
    Queensway
    Birmingham
    West Midlands
    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.

  • Buy-to-Let Mortgage Advice

  • Buy-to-Let Mortgage Arranging

  • 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

    Show 2 limitations
    • · This activity is limited to the provision of advice in relation to the conversion or transfer of benefits from pension policies with a Guaranteed Annuity Rate.
    • · 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, 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, 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.

  • Mortgage Advice

    For Customer, Regulated mortgage contract

  • Authorised to Operate

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

  • Arranges Investments

    For Commercial, 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, 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.

  • Mortgage Arranging

    For Customer, Regulated mortgage contract

  • Insurance Admin

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Buy-to-Let Start Date

  • Buy-to-Let Status

  • Credit Brokering

  • Stockbroking

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Debt Collection

  • Debt Advice

  • Mortgage Setup

    For Customer, Regulated mortgage contract

  • Investment Setup

    For Commercial, 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, 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.

  • Steven John Hunka

    IRN SJH00055

    • (2184)CF21 Investment Adviser (17 Nov 2005 to 23 Aug 2007)
    • (2183)CF22 Investment Adviser (Trainee) (19 May 2005 to 17 Nov 2005)
  • Steven Martin Hollman

    IRN SXH18387

    • (11)4. Giving personal recommendations on retail investment products which are not broker funds
    • (13)[FCA CF] Functions requiring qualifications (since 23 Jun 2025)
    • (12)[FCA CF] Client dealing (since 23 Jun 2025)
  • Struan Robertson

    IRN SXR01405

    • (1326)CF30 Customer (1 Nov 2007 to 14 May 2013)
    • (1328)CF21 Investment Adviser (10 Oct 2006 to 31 Oct 2007)
    • (1327)CF22 Investment Adviser (Trainee) (16 Dec 2005 to 10 Oct 2006)
  • Stuart Andrew Crocker

    IRN SAC01307

    • (689)[FCA CF] Manager of certification employee (9 Aug 2021 to 30 Sep 2021)
  • Stuart Davies

    IRN SXD01570

    • (2209)CF30 Customer (23 Oct 2008 to 26 Sep 2017)
  • Stuart Elliott O'Hara

    IRN SXO00133

    • (676)4. Giving personal recommendations on retail investment products which are not broker funds
    • (678)[FCA CF] Functions requiring qualifications (since 16 Mar 2026)
    • (677)[FCA CF] Client dealing (since 16 Mar 2026)
  • Stuart Graham Balmer

    IRN SGB01075

    • (2046)CF30 Customer (3 Mar 2011 to 26 Nov 2018)
  • Stuart Henry Groom

    IRN SHG00010

    • (551)CF21 Investment Adviser (14 Jan 2005 to 7 Apr 2006)
  • Stuart James Harmer

    IRN SJH00200

    • (2132)CF30 Customer (16 Aug 2011 to 5 Nov 2018)
  • Stuart John Forrest

    IRN SJF00032

    • (2124)CF30 Customer (1 Nov 2007 to 3 Jul 2009)
    • (2125)CF21 Investment Adviser (14 Jan 2005 to 31 Oct 2007)
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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.

  1. controlled function added: (776)Responsible for Insurance Distribution

  2. controlled function added: (775)Responsibility for MCD Intermediation

  3. controlled function added: (774)SMF7 Group Entity Senior Manager

  4. controlled function added: (773)SMF7 Group Entity Senior Manager

  5. controlled function added: (772)SMF5 Head of Internal Audit

  6. controlled function added: (771)[FCA CF] Functions requiring qualifications

  7. controlled function added: (770)[FCA CF] Client dealing

  8. controlled function added: (769)4. Giving personal recommendations on retail investment products which are not broker funds

  9. controlled function added: (768)[FCA CF] Functions requiring qualifications

  10. controlled function added: (767)[FCA CF] Client dealing

Show more