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.

• Paul James Bennett

  IRN PJB00193

  • CF30 Customer (17 Nov 2008 to 18 Oct 2010)
• Paul James Bradshaw

  IRN PJB00120

  • CF22 Investment Adviser (Trainee) (16 Jan 2003 to 28 May 2004)
• Paul James Redmond

  IRN PJR00087

  • [FCA CF] Client dealing (9 Dec 2019 to 2 Feb 2023)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 2 Feb 2023)
  • CF30 Customer (21 Oct 2008 to 8 Dec 2019)
• Paul John Cook

  IRN PJC00047

  • CF30 Customer (1 Nov 2007 to 6 Mar 2019)
  • CF22 Investment Adviser (Trainee) (23 Aug 2007 to 31 Oct 2007)
• Paul John Phillips

  IRN PXP02043

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 5 Jul 2021)
  • [FCA CF] Client dealing (9 Dec 2019 to 5 Jul 2021)
  • CF30 Customer (13 Aug 2018 to 8 Dec 2019)
• Paul John Taylor

  IRN PJT00026

  • CF30 Customer (24 Mar 2016 to 30 Jan 2018)
• Paul Mooney

  IRN PXM02018

  • CF30 Customer (19 Nov 2013 to 5 Sep 2014)
• Paul Murphy

  IRN PXM01504

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 1 Jan 2020)
  • [FCA CF] Client dealing (since 1 Jan 2020)
  • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
  • CF21 Investment Adviser (19 Aug 2005 to 31 Oct 2007)
  • CF22 Investment Adviser (Trainee) (14 Jan 2005 to 19 Aug 2005)
• Paul O'Hara

  IRN PXO01140

  • CF30 Customer (4 Nov 2013 to 2 Jul 2014)
• Paul Robert Forder

  IRN PXF00076

  • [FCA CF] Manager of certification employee (since 9 Dec 2019)
  • CF30 Customer (1 Nov 2007 to 6 Feb 2015)
  • CF21 Investment Adviser (17 Jan 2006 to 31 Oct 2007)
  • CF22 Investment Adviser (Trainee) (19 May 2005 to 17 Jan 2006)

• 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.