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

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  • · 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

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  • · 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.

• Fiona Anderson Breingan

  IRN FAB00007

  • 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 2012 to 8 Dec 2019)
• Fiona Mary Reid Green

  IRN FMT00001

  • CF30 Customer (1 Nov 2007 to 30 Dec 2016)
  • CF21 Investment Adviser (14 Jan 2005 to 31 Oct 2007)
• Fiona McCorry

  IRN FXM00185

  • [FCA CF] Functions requiring qualifications (13 May 2022 to 30 Sep 2023)
• Folasade Ayodeji

  IRN FXA00036

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 8 Dec 2023)
• Francis Leslie Paul Ireland

  IRN FLI01000

  • CF30 Customer (17 Feb 2009 to 15 Oct 2009)
• Francis Paul Bowditch

  IRN FPB00003

  • CF30 Customer (1 Nov 2007 to 31 Dec 2015)
  • CF21 Investment Adviser (11 Oct 2005 to 31 Oct 2007)
  • CF22 Investment Adviser (Trainee) (3 Dec 2003 to 11 Oct 2005)
• Frank James Fraser

  IRN FJF00001

  • CF21 Investment Adviser (1 Dec 2001 to 29 Mar 2004)
• Frank William Brooks

  IRN FWB01006

  • Responsible for Insurance Mediation (14 Jan 2005 to 5 Jul 2005)
  • CF3 Chief Executive (11 Aug 2003 to 5 Jul 2005)
  • CF8 Apportionment and Oversight (29 Apr 2003 to 5 Jul 2005)
  • CF1 Director (29 Apr 2003 to 5 Jul 2005)
  • CF2 Non Executive Director (28 Oct 2002 to 29 Apr 2003)
• Frederick Patten

  IRN FXP00019

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 13 Oct 2023)
  • [FCA CF] Client dealing (since 13 Oct 2023)
• Gareth Anthony Stainsby

  IRN GXS01682

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 4 Nov 2022)
  • [FCA CF] Client dealing (9 Dec 2019 to 4 Nov 2022)
  • CF30 Customer (8 Aug 2019 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.