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.

  • Anthony David Barraclough

    IRN ADB00047

    • CF30 Customer (1 Nov 2007 to 31 Dec 2012)
    • CF21 Investment Adviser (23 Dec 2003 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (2 Jun 2003 to 23 Dec 2003)
  • Anthony David Marks

    IRN ADM01222

    • SMF17 Money Laundering Reporting Officer (MLRO) (9 Dec 2019 to 15 Jul 2020)
    • CF11 Money Laundering Reporting (9 Nov 2009 to 8 Dec 2019)
  • Anthony Ernest Charles

    IRN AEC00003

    • CF24 Pension Transfer Specialist (9 Nov 2005 to 14 Feb 2006)
  • Anthony Herbert Grabham

    IRN AHG00003

    • CF2 Non Executive Director (1 Dec 2001 to 16 Sep 2002)
  • Anthony Jason Bird

    IRN AJB00107

    • CF30 Customer (4 Mar 2011 to 4 Mar 2015)
  • Anthony John Beardsell

    IRN AJB00139

    • CF21 Investment Adviser (27 Dec 2002 to 1 Jun 2004)
    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 27 Dec 2002)
  • Anthony John Milford

    IRN AJM00110

    • CF30 Customer (1 Nov 2007 to 31 Oct 2016)
    • CF21 Investment Adviser (27 Sep 2004 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (25 Nov 2003 to 27 Sep 2004)
  • Anthony Leon Ashworth

    IRN AXA01502

    • CF30 Customer (28 Jun 2010 to 3 Sep 2013)
  • Anthony Marr

    IRN AXM02326

    • CF30 Customer (1 May 2009 to 4 Feb 2010)
  • Anthony Robert Till

    IRN ART01105

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 3 Feb 2026)
    • [FCA CF] Client dealing (9 Dec 2019 to 3 Feb 2026)
    • CF30 Customer (30 Mar 2009 to 8 Dec 2019)
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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.

No changes recorded yet.