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.

  • Terence McDonnell

    IRN TXM00040

    • (592)CF30 Customer (5 Jun 2008 to 30 Dec 2014)
  • Terence Orchard

    IRN TXO00020

    • (564)CF22 Investment Adviser (Trainee) (24 Nov 2003 to 13 Dec 2004)
  • Teresa Davidson

    IRN TKD00003

    • (576)4. Giving personal recommendations on retail investment products which are not broker funds
    • (577)[FCA CF] Client dealing (since 9 Dec 2019)
    • (578)[FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • (1616)CF30 Customer (25 Feb 2016 to 8 Dec 2019)
  • Terri Louise Hall

    IRN TLH01043

    • (733)CF30 Customer (9 Feb 2016 to 28 Aug 2018)
  • Theodore John Holland

    IRN TJH01145

    • (83)CF30 Customer (9 Sep 2008 to 26 Oct 2012)
  • Theresa Grace McAvan

    IRN TXM00505

    • (1716)[FCA CF] Functions requiring qualifications (2 Oct 2023 to 27 Mar 2026)
    • (1715)[FCA CF] Client dealing (2 Oct 2023 to 27 Mar 2026)
  • Theresa Simpson

    IRN TXW01300

    • (951)CF30 Customer (12 Jun 2008 to 26 Jun 2009)
  • Thomas Baldwin

    IRN TOB01006

    • (875)[FCA CF] Client dealing (23 Jan 2020 to 26 Oct 2021)
    • (876)[FCA CF] Functions requiring qualifications (23 Jan 2020 to 26 Oct 2021)
  • Thomas Daniel Foxford

    IRN TDF01014

    • (100)CF30 Customer (9 Sep 2008 to 30 Jul 2010)
  • Thomas Edward Cleavin

    IRN TEC01038

    • (863)CF30 Customer (16 Feb 2010 to 10 Oct 2012)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

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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

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