WESLEYAN FINANCIAL SERVICES LIMITED

Principal Place of Business

Phone

+4401212009711

Web

https://www.wesleyan.co.uk

Complaints Contact

Phone

+4401212009639

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

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

Mortgage Advice

For Customer, Regulated mortgage contract

Authorised to Operate

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

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

IRN SXL00132

• (1480)CF30 Customer (19 Mar 2012 to 22 Jun 2018)

IRN SMF01083

• (305)4. Giving personal recommendations on retail investment products which are not broker funds
• (306)[FCA CF] Client dealing (since 9 Dec 2019)
• (307)[FCA CF] Functions requiring qualifications (since 9 Dec 2019)
• (980)CF30 Customer (13 Mar 2018 to 8 Dec 2019)

IRN SXB01573

• (644)CF21 Investment Adviser (14 Jan 2005 to 29 Jul 2005)

IRN SXR00127

• (1482)CF21 Investment Adviser (19 Aug 2004 to 13 Dec 2004)
• (1481)CF22 Investment Adviser (Trainee) (30 May 2003 to 19 Aug 2004)

IRN TLK01008

• (1012)[FCA CF] Functions requiring qualifications (9 Sep 2020 to 26 Apr 2021)
• (1011)[FCA CF] Client dealing (9 Sep 2020 to 26 Apr 2021)
• (1010)CF30 Customer (8 May 2018 to 8 Dec 2019)

IRN TXT00084

• (683)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
• (684)4. Giving personal recommendations on retail investment products which are not broker funds
• (686)[FCA CF] Functions requiring qualifications (since 10 Mar 2023)
• (685)[FCA CF] Client dealing (since 10 Mar 2023)

IRN TLS01017

• (93)CF30 Customer (1 Nov 2007 to 7 Sep 2012)
• (95)CF21 Investment Adviser (8 Jan 2007 to 31 Oct 2007)
• (94)CF22 Investment Adviser (Trainee) (16 May 2006 to 8 Jan 2007)

IRN TXH01172

• (2001)CF21 Investment Adviser (23 Dec 2003 to 27 Mar 2006)
• (2000)CF22 Investment Adviser (Trainee) (2 Jun 2003 to 23 Dec 2003)

IRN TBS00005

• (443)CF21 Investment Adviser (1 Dec 2001 to 31 May 2003)

IRN TJN01023

• (605)CF30 Customer (1 Nov 2007 to 31 Aug 2015)
• (607)CF21 Investment Adviser (31 Oct 2006 to 31 Oct 2007)
• (606)CF22 Investment Adviser (Trainee) (21 Apr 2006 to 31 Oct 2006)