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.

  • Tristan Bryan Martin Gilbody

    IRN TXG00245

    • (630)4. Giving personal recommendations on retail investment products which are not broker funds
    • (631)[FCA CF] Client dealing (since 3 Mar 2026)
    • (632)[FCA CF] Functions requiring qualifications (since 3 Mar 2026)
  • Tyrone Allson Murphy

    IRN TAM00028

    • (192)CF30 Customer (4 Apr 2019 to 10 Sep 2019)
  • Veera Wali Swali

    IRN VXS00125

    • (661)4. Giving personal recommendations on retail investment products which are not broker funds
    • (660)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (663)[FCA CF] Functions requiring qualifications (since 8 Mar 2022)
    • (662)[FCA CF] Client dealing (since 8 Mar 2022)
  • Ventseslav Yordanov Popnikolov

    IRN VYP01001

    • (365)4. Giving personal recommendations on retail investment products which are not broker funds
    • (364)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (367)[FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • (366)[FCA CF] Client dealing (since 9 Dec 2019)
    • (1076)CF30 Customer (25 Oct 2019 to 8 Dec 2019)
  • Vernon Douglas Coton

    IRN VDC00002

    • (496)CF30 Customer (1 Nov 2007 to 31 Mar 2017)
    • (498)CF21 Investment Adviser (26 Jul 2004 to 31 Oct 2007)
    • (497)CF22 Investment Adviser (Trainee) (2 Jun 2003 to 26 Jul 2004)
  • Veronica Grace Trotter

    IRN VGD00001

    • (1992)CF30 Customer (1 Nov 2007 to 7 Jan 2019)
    • (1993)CF21 Investment Adviser (14 Jan 2005 to 31 Oct 2007)
  • Victor John Raymond Mortlock

    IRN VJM00001

    • (2047)CF30 Customer (1 Nov 2007 to 7 Sep 2018)
    • (2049)CF21 Investment Adviser (4 Dec 2002 to 31 Oct 2007)
    • (2048)CF22 Investment Adviser (Trainee) (5 Aug 2002 to 4 Dec 2002)
  • Victoria Ann Wentworth

    IRN VAW01029

    • (2270)CF1 Director (20 Feb 2019 to 30 Sep 2019)
    • (2269)Responsibility for MCD Intermediation (20 Feb 2019 to 30 Sep 2019)
  • Victoria Ellen Ryan

    IRN VEW01007

    • (945)[FCA CF] Manager of certification employee (1 Feb 2023 to 4 Aug 2024)
    • (943)SMF18 Other Overall Responsibility (30 Jun 2022 to 1 Feb 2023)
    • (944)CF30 Customer (10 Sep 2008 to 1 Aug 2016)
  • Victoria Louise Simpson

    IRN VLC01016

    • (232)4. Giving personal recommendations on retail investment products which are not broker funds
    • (231)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (233)[FCA CF] Client dealing (since 13 Mar 2025)
    • (234)[FCA CF] Functions requiring qualifications (since 13 Mar 2025)
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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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