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 Stewart Nicholson

    IRN ASN00003

    • CF30 Customer (1 Nov 2007 to 3 Jun 2015)
    • CF21 Investment Adviser (11 Oct 2005 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (27 Nov 2003 to 11 Oct 2005)
  • Anthony Torrance Goss

    IRN ATG00015

    • CF30 Customer (1 Nov 2007 to 28 Jan 2011)
    • CF21 Investment Adviser (27 Apr 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (8 Aug 2005 to 27 Apr 2006)
  • Anthony Ward

    IRN AXW01352

    • CF30 Customer (1 Nov 2007 to 30 Apr 2010)
    • CF21 Investment Adviser (19 May 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (21 Nov 2005 to 19 May 2006)
  • Antonino Comparetto

    IRN AXC01488

    • CF30 Customer (27 Apr 2015 to 21 Dec 2015)
  • Antony Dennis Pummell

    IRN ADP00017

    • CF22 Investment Adviser (Trainee) (22 Nov 2005 to 13 Oct 2006)
  • Antony Edward Mills

    IRN AEM01063

    • CF30 Customer (30 Oct 2015 to 2 Mar 2018)
  • Antony Harold Rams

    IRN AHR00013

    • CF21 Investment Adviser (14 Jan 2005 to 28 Jul 2006)
  • Antony John West

    IRN AJW00037

    • CF30 Customer (1 Nov 2007 to 23 Apr 2012)
    • CF22 Investment Adviser (Trainee) (11 May 2006 to 31 Oct 2007)
  • Anushka Taneja

    IRN AXT01456

    • CF30 Customer (5 Mar 2010 to 29 Oct 2010)
  • Anwar Hussain

    IRN AXH03093

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 13 Sep 2022)
    • [FCA CF] Client dealing (9 Dec 2019 to 13 Sep 2022)
    • CF30 Customer (27 Nov 2017 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.