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.

• Aimee Jeavons

  IRN AXJ00433

  • [FCA CF] Functions requiring qualifications (24 May 2023 to 20 May 2024)
  • [FCA CF] Client dealing (24 May 2023 to 20 May 2024)
• Alan Ball

  IRN AXB02039

  • CF30 Customer (1 Nov 2007 to 6 Feb 2015)
  • CF22 Investment Adviser (Trainee) (19 Feb 2007 to 31 Oct 2007)
• Alan Currie

  IRN AXC01484

  • CF30 Customer (13 Jan 2010 to 31 Aug 2012)
• Alan David Savery

  IRN DAS00026

  • CF21 Investment Adviser (14 Jan 2005 to 4 Feb 2005)
• Alan George Archer

  IRN AGA00004

  • CF22 Investment Adviser (Trainee) (21 Nov 2002 to 21 Nov 2002)
  • CF21 Investment Adviser (21 Nov 2002 to 20 Feb 2004)
• Alan Gibson

  IRN AXG00172

  • CF30 Customer (1 Nov 2007 to 15 Feb 2013)
  • CF21 Investment Adviser (14 Jan 2005 to 31 Oct 2007)
• Alan Hugh Fraser

  IRN AXF00025

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 15 Apr 2021)
  • [FCA CF] Client dealing (9 Dec 2019 to 15 Apr 2021)
  • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
  • CF21 Investment Adviser (14 Jan 2005 to 31 Oct 2007)
• Alan Mark Jones

  IRN AMJ00020

  • Responsibility for MCD Intermediation (21 Mar 2016 to 7 Apr 2018)
  • CF1 Director (1 Aug 2014 to 7 Apr 2018)
• Alan Shaun Robinson

  IRN ASR00002

  • CF30 Customer (19 Jun 2012 to 5 Mar 2015)
• Alex Burgess

  IRN AXB02453

  • CF30 Customer (11 Oct 2010 to 14 Mar 2011)

• 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.