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.

• Rita Bajaj

  IRN RXW01195

  • SMF9 Chair of the Governing Body (since 6 Feb 2024)
• Rob Peckham

  IRN RRP01023

  • CF30 Customer (2 Sep 2013 to 26 Oct 2018)
• Robert Alcock

  IRN RXA01266

  • CF30 Customer (1 Nov 2007 to 14 Oct 2016)
  • CF22 Investment Adviser (Trainee) (23 Aug 2007 to 31 Oct 2007)
• Robert Andrew Irvine

  IRN RAI01014

  • [FCA CF] Client dealing (16 Mar 2020 to 10 Aug 2021)
  • [FCA CF] Functions requiring qualifications (16 Mar 2020 to 10 Aug 2021)
• Robert Craig Hodson

  IRN RCH00017

  • CF21 Investment Adviser (1 Dec 2001 to 12 Dec 2003)
• Robert Edward Wells

  IRN REW00019

  • [FCA CF] Client dealing (11 Jan 2022 to 25 May 2022)
  • [FCA CF] Functions requiring qualifications (11 Jan 2022 to 25 May 2022)
• Robert Ford

  IRN RXF00034

  • CF21 Investment Adviser (20 Jan 2003 to 1 Apr 2005)
  • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 20 Jan 2003)
• Robert Huelin Green

  IRN RHG01043

  • CF1 Director (4 Apr 2012 to 31 Aug 2015)
• Robert James Mansfield

  IRN RJM00042

  • CF21 Investment Adviser (1 Dec 2001 to 13 Dec 2004)
• Robert James Surtees

  IRN RJS01388

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Oct 2023)
  • [FCA CF] Client dealing (9 Dec 2019 to 31 Oct 2023)
  • CF30 Customer (4 Apr 2017 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.