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.

  • Steven Balsillie

    IRN SXB01984

    • (360)4. Giving personal recommendations on retail investment products which are not broker funds
    • (362)[FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • (361)[FCA CF] Client dealing (since 9 Dec 2019)
    • (1074)CF30 Customer (14 Jan 2013 to 8 Dec 2019)
  • Steven Charles Brooks

    IRN SCB00029

    • (562)4. Giving personal recommendations on retail investment products which are not broker funds
    • (563)[FCA CF] Client dealing (since 9 Dec 2019)
    • (564)[FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • (1531)CF30 Customer (1 Nov 2007 to 8 Dec 2019)
    • (1532)CF21 Investment Adviser (14 Jan 2005 to 31 Oct 2007)
  • Steven Edward Higson

    IRN SEH00008

    • (403)CF21 Investment Adviser (1 Dec 2001 to 20 Jan 2005)
  • Steven Glyn Morris

    IRN SGM00026

    • (77)CF8 Apportionment and Oversight (6 Aug 2004 to 4 Sep 2006)
    • (76)CF17 Significant Mgt (Other Business Operations) (24 Jun 2004 to 4 Sep 2006)
  • Steven Ian Renfrew

    IRN SIR01007

    • (787)SMF18 Other Overall Responsibility (since 26 Mar 2025)
  • Steven James Blewitt

    IRN SJB01384

    • (466)4. Giving personal recommendations on retail investment products which are not broker funds
    • (467)[FCA CF] Client dealing (since 14 Apr 2026)
    • (468)[FCA CF] Functions requiring qualifications (since 5 Jun 2023)
    • (1345)[FCA CF] Functions requiring qualifications (9 Dec 2019 to 19 Apr 2023)
    • (1344)[FCA CF] Client dealing (9 Dec 2019 to 19 Apr 2023)
    • (1341)CF30 Customer (1 Nov 2007 to 8 Dec 2019)
    • (1343)CF21 Investment Adviser (16 Oct 2007 to 31 Oct 2007)
    • (1342)CF22 Investment Adviser (Trainee) (26 Sep 2006 to 16 Oct 2007)
  • Steven James Hunt

    IRN SJH00078

    • (161)CF21 Investment Adviser (4 Mar 2004 to 31 Mar 2006)
  • Steven Jeffrey Chown

    IRN SJC00123

    • (433)4. Giving personal recommendations on retail investment products which are not broker funds
    • (434)[FCA CF] Client dealing (since 9 Dec 2019)
    • (435)[FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • (1225)CF30 Customer (27 May 2015 to 8 Dec 2019)
  • Steven John Brown

    IRN SJB00059

    • (1389)CF21 Investment Adviser (14 Jan 2005 to 30 Sep 2005)
  • Steven John Ferris

    IRN SJF01101

    • (1449)[FCA CF] Functions requiring qualifications (9 Dec 2019 to 30 Jul 2021)
    • (1448)[FCA CF] Client dealing (9 Dec 2019 to 30 Jul 2021)
    • (1447)CF30 Customer (12 Apr 2018 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.

  1. trading name added: Medical Sickness

  2. trading name added: BMA Services

  3. trading name added: Wesleyan for Lawyers

  4. trading name added: Professional Affinity Group Services Limited

  5. trading name added: B.M.A. Services Limited

  6. trading name added: Wesleyan Medical Sickness

  7. trading name added: Wesleyan Insurance Services

  8. trading name added: Wesleyan for Teachers

  9. trading name added: Wesleyan for Professionals

  10. permission removed: CBTL Effective Date

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