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.

• Brenda Mary Baig

  IRN BXT00027

  • [FCA CF] Manager of certification employee (since 15 Jul 2025)
  • [FCA CF] Client dealing (16 Mar 2022 to 29 Jul 2025)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 3 Jan 2022)
  • CF30 Customer (24 Jan 2014 to 8 Dec 2019)
• Brian Alfred Smith

  IRN BAS00024

  • 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] Functions requiring qualifications (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • CF30 Customer (20 Mar 2009 to 8 Dec 2019)
• Brian Duncan Kirkwood

  IRN BDK00003

  • CF30 Customer (18 Mar 2009 to 30 Apr 2019)
• Brian John McCarthy

  IRN BJM00011

  • CF21 Investment Adviser (1 Dec 2001 to 6 Aug 2002)
• Brian Martin Hegarty

  IRN BMH01046

  • CF30 Customer (11 Nov 2008 to 13 Jun 2016)
• Brian Raymond Pearson

  IRN BRP00002

  • [FCA CF] Client dealing (9 Dec 2019 to 1 Apr 2020)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 1 Apr 2020)
  • CF30 Customer (27 May 2011 to 20 Mar 2015)
  • CF21 Investment Adviser (14 Jan 2005 to 15 Sep 2006)
• Brian Timothy Gow

  IRN BTG00004

  • CF21 Investment Adviser (6 Feb 2007 to 25 Jun 2007)
  • CF22 Investment Adviser (Trainee) (23 Nov 2005 to 6 Feb 2007)
• Brian William Davies

  IRN BWD00006

  • CF30 Customer (1 Nov 2007 to 5 Jan 2015)
  • CF21 Investment Adviser (27 Sep 2004 to 31 Oct 2007)
  • CF22 Investment Adviser (Trainee) (14 Jan 2004 to 27 Sep 2004)
• Brijesh Patel

  IRN BXP01333

  • CF30 Customer (19 Mar 2012 to 10 Sep 2018)
• Bruce Antony Rowland-Smith

  IRN BAR00015

  • CF30 Customer (1 Nov 2007 to 14 Apr 2008)
  • CF21 Investment Adviser (14 Jan 2005 to 31 Oct 2007)

• 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.