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.

• Robert Selby

  IRN RXS00576

  • [FCA CF] Significant management (since 1 Oct 2022)
• Robert Venvil

  IRN RXV01066

  • CF21 Investment Adviser (27 Apr 2006 to 17 Oct 2006)
  • CF22 Investment Adviser (Trainee) (9 Aug 2005 to 27 Apr 2006)
• Robert Wallace Lockhart

  IRN RWL01054

  • CF30 Customer (10 Sep 2008 to 13 Aug 2009)
• Robert Whewell

  IRN RXW01668

  • CF30 Customer (9 Oct 2015 to 18 Jun 2017)
• Robin Geoffrey Platts

  IRN RGP01040

  • CF30 Customer (18 Jan 2008 to 31 Dec 2018)
• Robin Sampat

  IRN RXS00095

  • [FCA CF] Manager of certification employee (since 15 Aug 2022)
• Roger Charles Dix

  IRN RCD01059

  • SMF4 Chief Risk (9 Dec 2019 to 1 Apr 2021)
  • CF28 Systems and controls (15 May 2013 to 8 Dec 2019)
• Ronald Ellis

  IRN RXE00009

  • CF30 Customer (11 Jan 2013 to 12 Jul 2013)
• Ronnie Truesdale

  IRN RXT00062

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 2 Jul 2021)
  • [FCA CF] Client dealing (9 Dec 2019 to 2 Jul 2021)
  • CF30 Customer (16 Nov 2009 to 8 Dec 2019)
• Rosalind Frances Grace Barnes

  IRN RFB01065

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 14 May 2020)
  • [FCA CF] Client dealing (9 Dec 2019 to 14 May 2020)
  • CF30 Customer (18 Feb 2013 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.