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.

  • Peter David Stephenson

    IRN PDS01088

    • CF30 Customer (1 Nov 2007 to 29 Dec 2015)
    • CF21 Investment Adviser (8 Jun 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (22 Nov 2005 to 8 Jun 2006)
  • Peter David Williams

    IRN PDW00007

    • CF30 Customer (26 Nov 2008 to 8 Oct 2010)
  • Peter Denis McNamara

    IRN PDM01092

    • CF8 Apportionment and Oversight (25 Apr 2003 to 24 Jul 2003)
    • CF3 Chief Executive (25 Apr 2003 to 24 Jul 2003)
    • CF1 Director (25 Apr 2003 to 24 Jul 2003)
  • Peter Derbyshire

    IRN PXD01285

    • CF30 Customer (1 Nov 2007 to 31 Dec 2012)
    • CF21 Investment Adviser (11 Oct 2005 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (2 Jun 2003 to 11 Oct 2005)
  • Peter Ellis Barnes

    IRN PEB00023

    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 2 Apr 2002)
  • Peter Harry Hewitt

    IRN PHH00009

    • [FCA CF] Client dealing (9 Dec 2019 to 31 Dec 2021)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Dec 2021)
    • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
    • CF21 Investment Adviser (14 Jan 2005 to 31 Oct 2007)
  • Peter James Simcock

    IRN PJS01315

    • [FCA CF] Manager of certification employee (since 9 Dec 2019)
    • CF30 Customer (6 Feb 2017 to 1 Jan 2018)
  • Peter James Skardon

    IRN PJS00071

    • [FCA CF] Manager of certification employee (9 Dec 2019 to 8 Dec 2021)
  • Peter James Verrell

    IRN PJV00007

    • CF30 Customer (7 Mar 2013 to 20 Aug 2013)
  • Peter John Grammer

    IRN PXG00091

    • CF22 Investment Adviser (Trainee) (4 Aug 2003 to 2 Sep 2004)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

Updates to this firm's record on the FCA register.

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