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
  • 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.

  • Ryan Michael Haynes

    IRN RXH00703

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Client dealing (since 13 Apr 2026)
    • [FCA CF] Functions requiring qualifications (since 13 Apr 2026)
  • Ryan Mitchell Hadleigh Howard Dainty

    IRN RXD01330

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • CF30 Customer (4 Feb 2015 to 8 Dec 2019)
  • SCOTT APPS

    IRN SXA02064

    • CF30 Customer (27 Jun 2011 to 27 May 2014)
  • SIMON POTTER

    IRN SXP01935

    • CF30 Customer (11 May 2011 to 7 May 2015)
  • STUART Arnold

    IRN SXA00014

    • CF30 Customer (1 Nov 2007 to 16 Jan 2015)
    • CF21 Investment Adviser (27 Dec 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (1 Mar 2006 to 27 Dec 2006)
  • SUZANNE CAROLE LEIGH

    IRN SCL01075

    • [FCA CF] Client dealing (9 Dec 2019 to 24 Oct 2022)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 24 Oct 2022)
    • CF30 Customer (11 Jan 2012 to 8 Dec 2019)
  • Sabrina Alessia Tambini

    IRN SXT21530

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 11 Feb 2022)
    • [FCA CF] Client dealing (9 Dec 2019 to 11 Feb 2022)
    • CF30 Customer (8 Oct 2019 to 8 Dec 2019)
  • Sabrina Sunder

    IRN SXS02165

    • CF30 Customer (22 Jun 2015 to 7 May 2018)
  • Sadaqat Khan

    IRN SXK02847

    • [FCA CF] Client dealing (9 Dec 2019 to 19 Nov 2021)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 19 Nov 2021)
    • CF30 Customer (15 Nov 2018 to 8 Dec 2019)
  • Sally Elizabeth Guest

    IRN SEG01049

    • CF30 Customer (17 Jul 2018 to 11 Oct 2019)

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.