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.

• Sjaene Higgins

  IRN SXH00282

  • [FCA CF] Manager of certification employee (5 May 2020 to 23 Mar 2023)
• Skecia Simone Petrie

  IRN SSP00011

  • CF21 Investment Adviser (26 Jul 2004 to 19 Jul 2005)
  • CF22 Investment Adviser (Trainee) (19 Nov 2003 to 26 Jul 2004)
• Sophia Raidhan

  IRN SXN01222

  • [FCA CF] Functions requiring qualifications (28 Sep 2021 to 2 Jul 2024)
  • [FCA CF] Client dealing (28 Sep 2021 to 2 Jul 2024)
  • CF30 Customer (27 Feb 2012 to 8 Dec 2019)
• Spenser Miles Lees

  IRN SML01115

  • CF30 Customer (2 Oct 2008 to 13 May 2016)
• Stephanie Lisa Walton

  IRN SLW01102

  • CF30 Customer (16 Oct 2008 to 2 Jun 2015)
• Stephen Alan Grant

  IRN SAG01090

  • CF30 Customer (9 Sep 2008 to 30 Oct 2009)
• Stephen Anthony Gomez

  IRN SXG00098

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Manager of certification employee (since 12 Jul 2024)
  • [FCA CF] Functions requiring qualifications (since 14 Mar 2023)
  • [FCA CF] Functions requiring qualifications (22 Jan 2021 to 17 Nov 2022)
• Stephen Arthur Guichard

  IRN SAG00007

  • CF21 Investment Adviser (1 Dec 2001 to 23 Aug 2005)
• Stephen Arthur Lake

  IRN SAL00035

  • CF22 Investment Adviser (Trainee) (19 May 2003 to 4 Oct 2003)
• Stephen Campbell Price

  IRN SCP00004

  • CF21 Investment Adviser (1 Dec 2001 to 30 Apr 2004)

• 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.