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.

• Daniel Patrick Ryan

  IRN DPR01097

  • [FCA CF] Functions requiring qualifications (13 Dec 2023 to 19 Sep 2025)
  • [FCA CF] Client dealing (13 Dec 2023 to 19 Sep 2025)
• Daniel Richard Else

  IRN DRE00010

  • CF30 Customer (1 Nov 2007 to 23 May 2008)
  • CF21 Investment Adviser (10 May 2005 to 31 Oct 2007)
  • CF22 Investment Adviser (Trainee) (29 Jul 2004 to 10 May 2005)
• Daniel Robinson

  IRN DXR00065

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Client dealing (since 13 Oct 2023)
  • [FCA CF] Functions requiring qualifications (since 13 Oct 2023)
• Daniela Attenborough

  IRN DXA01827

  • [FCA CF] Functions requiring qualifications (26 Sep 2023 to 5 Jun 2024)
  • [FCA CF] Client dealing (9 Dec 2019 to 13 Jan 2020)
  • CF30 Customer (12 Jun 2017 to 8 Dec 2019)
• Darren Christopher Mills

  IRN DCM01112

  • 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 (6 Jun 2016 to 8 Dec 2019)
• Darren Gordon Wilkie

  IRN DGW00002

  • CF30 Customer (7 Jul 2009 to 5 Mar 2010)
• Darren James Curry

  IRN DJC00142

  • CF21 Investment Adviser (10 Oct 2006 to 23 Mar 2007)
  • CF22 Investment Adviser (Trainee) (26 Jan 2006 to 10 Oct 2006)
• Darren Murrell

  IRN DXM00111

  • [FCA CF] Client dealing (18 Jun 2021 to 8 Apr 2024)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 19 Apr 2021)
  • CF30 Customer (5 Mar 2015 to 8 Dec 2019)
• Darren Peter Fox

  IRN DXF14580

  • SMF18 Other Overall Responsibility (since 9 Dec 2019)
  • CF29 Significant management (21 May 2019 to 8 Dec 2019)
• Darren Smith

  IRN DXS01878

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 11 Jun 2021)
  • [FCA CF] Client dealing (9 Dec 2019 to 11 Jun 2021)
  • CF30 Customer (22 Nov 2016 to 8 Dec 2019)

• 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.