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.

• Oliver Adamkiewicz

  IRN OXA01185

  • [FCA CF] Functions requiring qualifications (3 Sep 2021 to 14 May 2025)
  • [FCA CF] Client dealing (3 Sep 2021 to 14 May 2025)
  • CF30 Customer (22 Mar 2016 to 8 Dec 2019)
• Oliver Ben White

  IRN OBW01001

  • [FCA CF] Client dealing (2 Oct 2020 to 23 Jun 2021)
  • [FCA CF] Functions requiring qualifications (2 Oct 2020 to 23 Jun 2021)
  • CF30 Customer (27 Mar 2018 to 31 Jul 2019)
• Oliver John Smart

  IRN OJS00002

  • [FCA CF] Manager of certification employee (9 Dec 2019 to 28 Apr 2023)
  • CF30 Customer (1 Nov 2007 to 6 Feb 2015)
  • CF21 Investment Adviser (24 Nov 2003 to 31 Oct 2007)
  • CF22 Investment Adviser (Trainee) (10 Apr 2003 to 24 Nov 2003)
• Oliver Newing

  IRN OJN01002

  • CF30 Customer (3 Aug 2012 to 3 Jan 2017)
• Oliver Ronald Pennicott

  IRN ORP01005

  • [FCA CF] Client dealing (9 Dec 2019 to 12 Dec 2019)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 12 Dec 2019)
  • CF30 Customer (16 Nov 2017 to 8 Dec 2019)
• Olivia Miller

  IRN OXM00070

  • [FCA CF] Client dealing (23 Mar 2023 to 30 Jun 2024)
  • [FCA CF] Functions requiring qualifications (23 Mar 2023 to 30 Jun 2024)
• Oonagh Marie Morrison

  IRN OMM01007

  • [FCA CF] Manager of certification employee (since 4 Apr 2022)
  • [FCA CF] Client dealing (9 Dec 2019 to 23 Jun 2022)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 23 Jun 2022)
  • CF30 Customer (1 May 2009 to 8 Dec 2019)
• Owen John Ellis

  IRN OJE01003

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Client dealing (since 10 Sep 2024)
  • [FCA CF] Functions requiring qualifications (since 10 Sep 2024)
  • [FCA CF] Client dealing (9 Dec 2019 to 25 Jul 2024)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 25 Jul 2024)
  • CF30 Customer (7 Aug 2018 to 8 Dec 2019)
• Owen Richard Sayer

  IRN ORS01006

  • CF30 Customer (6 Jul 2009 to 27 May 2010)
• PAUL BRYAN BARNFATHER

  IRN PBB01047

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • CF30 Customer (7 Aug 2014 to 8 Dec 2019)

• 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.