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.

  • Adam Kevin Turner

    IRN AKT01024

    • CF30 Customer (2 Oct 2008 to 26 Dec 2011)
  • Adam Paul Jarvis Watkins

    IRN APW00036

    • CF22 Investment Adviser (Trainee) (22 Nov 2005 to 19 May 2006)
  • Adam Rutter

    IRN AXR02642

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 23 Aug 2021)
    • [FCA CF] Client dealing (9 Dec 2019 to 23 Aug 2021)
    • CF30 Customer (13 Jul 2018 to 8 Dec 2019)
  • Adam Wicken

    IRN AXW02273

    • [FCA CF] Functions requiring qualifications (4 Mar 2020 to 8 Mar 2021)
    • [FCA CF] Client dealing (4 Mar 2020 to 8 Mar 2021)
  • Adrian Astley Sinclair

    IRN AAS01054

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Client dealing (since 16 Dec 2025)
    • [FCA CF] Functions requiring qualifications (since 16 Dec 2025)
  • Adrian John Squires

    IRN AJS00061

    • CF30 Customer (1 Nov 2007 to 9 Aug 2018)
    • CF21 Investment Adviser (7 Nov 2005 to 31 Oct 2007)
  • Adrian Mark Critchlow

    IRN AMC01126

    • CF22 Investment Adviser (Trainee) (20 Apr 2004 to 31 Mar 2005)
  • Ahmed Farooq

    IRN AXF01993

    • SMF2 Chief Finance (5 Mar 2020 to 6 Nov 2020)
  • Aiaz Mohammed

    IRN AXM04998

    • [FCA CF] Client dealing (9 Dec 2019 to 2 Mar 2026)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 2 Mar 2026)
    • CF30 Customer (13 Mar 2018 to 8 Dec 2019)
  • Aidan Timothy Martin

    IRN ATM01053

    • [FCA CF] Client dealing (9 Dec 2019 to 30 Jun 2020)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 30 Jun 2020)
    • CF30 Customer (16 Apr 2008 to 8 Dec 2019)
Show more

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.