WESLEYAN FINANCIAL SERVICES LIMITED

• 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

• 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 Hide 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 Hide limitations

  • · 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 Hide limitations

  • · 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 Hide limitations

  • · 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 Hide limitations

  • · 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.

• Andrew Wood

  IRN AXW01660

  • CF30 Customer (11 Jan 2011 to 4 Sep 2012)
• Angela Catherine Jordan

  IRN ACG01064

  • CF30 Customer (3 Dec 2013 to 8 Dec 2017)
• Angela Mary Dunn

  IRN AXD81832

  • SMF17 Money Laundering Reporting Officer (MLRO) (11 Dec 2020 to 11 Dec 2024)
• Angela Millar

  IRN AXM00389

  • CF30 Customer (10 Jul 2013 to 1 Jun 2018)
• Angus David Peel

  IRN ADP00009

  • CF30 Customer (15 Mar 2016 to 15 Feb 2019)
• Anil Atal

  IRN AXA01427

  • CF21 Investment Adviser (14 Jan 2005 to 1 Sep 2005)
• Anil Kumar Darbhanga

  IRN AXD12446

  • [FCA CF] Client dealing (9 Dec 2019 to 23 Jul 2021)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 23 Jul 2021)
  • CF30 Customer (15 Mar 2019 to 8 Dec 2019)
• Anne Blakeley

  IRN AXB02438

  • [FCA CF] Client dealing (9 Dec 2019 to 16 Feb 2021)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 16 Feb 2021)
  • CF30 Customer (7 Feb 2019 to 8 Dec 2019)
• Anne Mary Jordan

  IRN AMJ01068

  • [FCA CF] Manager of certification employee (9 Aug 2021 to 30 Sep 2021)
  • CF30 Customer (1 Nov 2007 to 9 Apr 2013)
  • CF21 Investment Adviser (14 Jan 2005 to 31 Oct 2007)
• Anthony Cornfoot

  IRN AXC00105

  • CF30 Customer (1 Nov 2007 to 30 Mar 2018)
  • CF21 Investment Adviser (13 Oct 2005 to 31 Oct 2007)
  • CF22 Investment Adviser (Trainee) (30 May 2003 to 13 Oct 2005)

• Lawyers in Local Government (no longer appointed)

  FRN 914550 · Appointed 4 Oct 2019 · Until 8 Sep 2021

• National Heritage Group Ltd (no longer appointed)

  FRN 824297 · Appointed 26 Oct 2018 · Until 14 Apr 2020

• General Teaching Council for Scotland (no longer appointed)

  FRN 823360 · Appointed 16 Oct 2018 · Until 1 May 2023

• The Law Society (no longer appointed)

  FRN 417501 · Appointed 21 May 2018 · Until 19 May 2022

• Wesleyan Key Business Finance Limited (no longer appointed)

  FRN 527334 · Appointed 9 Jul 2010 · Until 12 Mar 2020

• Royal Institution of Chartered Surveyors (no longer appointed)

  FRN 403533 · Appointed 21 Aug 2007 · Until 31 Jul 2010

• Medical Sickness Ltd (no longer appointed)

  FRN 110396 · Appointed 17 Jan 2005 · Until 17 Jan 2005

• Medical Sickness (no longer appointed)

  FRN 401584 · Appointed 31 Oct 2004 · Until 17 Jan 2005

No changes recorded yet.