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.

• Rosie Patricia McLaughlin

  IRN RPM00003

  • CF21 Investment Adviser (26 May 2006 to 5 Jan 2007)
  • CF22 Investment Adviser (Trainee) (22 Nov 2005 to 26 May 2006)
• Rowena Anne Lowson

  IRN RAL01105

  • CF30 Customer (1 Nov 2007 to 29 Jul 2008)
  • CF21 Investment Adviser (16 Oct 2007 to 31 Oct 2007)
  • CF22 Investment Adviser (Trainee) (13 Nov 2006 to 16 Oct 2007)
• Roy Hinton

  IRN RJH00066

  • CF30 Customer (1 Nov 2007 to 4 Jan 2019)
  • CF21 Investment Adviser (14 Jan 2005 to 31 Oct 2007)
• Roy William Genner

  IRN RWG00014

  • CF30 Customer (1 Nov 2007 to 20 Sep 2013)
  • CF21 Investment Adviser (14 Jan 2005 to 31 Oct 2007)
• Rubina Kausar Chaudhry

  IRN RKC01031

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 27 Mar 2025)
  • [FCA CF] Client dealing (since 27 Mar 2025)
  • [FCA CF] Client dealing (14 Nov 2022 to 29 Jul 2024)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 15 Aug 2022)
  • CF30 Customer (16 Sep 2015 to 8 Dec 2019)
• Russell Birkin

  IRN RXB00171

  • CF30 Customer (1 Nov 2007 to 28 Sep 2019)
  • CF21 Investment Adviser (1 Aug 2006 to 10 Oct 2006)
  • CF22 Investment Adviser (Trainee) (26 Jan 2006 to 1 Aug 2006)
• Russell Blythe

  IRN RXB00163

  • CF30 Customer (1 Nov 2007 to 6 Feb 2015)
  • CF21 Investment Adviser (9 Mar 2004 to 31 Oct 2007)
• Russell Garry Christopher Maggs

  IRN RXM00285

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 9 Apr 2024)
  • [FCA CF] Client dealing (since 9 Apr 2024)
• Russell Gilchrist Mackintosh

  IRN RGM00027

  • CF21 Investment Adviser (14 Jan 2005 to 3 Nov 2005)
• Ryan Geoffrey Kidd

  IRN RXK06117

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 10 Dec 2019)
  • [FCA CF] Client dealing (since 10 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.