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.

  • Gillian Barbara Cass

    IRN GBC01039

    • SMF2 Chief Finance (11 Dec 2020 to 1 Apr 2024)
  • Giuseppe Santo Giglia

    IRN GSG00006

    • CF22 Investment Adviser (Trainee) (4 Aug 2003 to 7 Jan 2004)
  • Glen Roberts

    IRN GXR00024

    • [FCA CF] Manager of certification employee (since 9 Dec 2019)
  • Glyn Jenkinson

    IRN GXJ00013

    • [FCA CF] Client dealing (9 Dec 2019 to 1 Aug 2022)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 1 Aug 2022)
    • CF30 Customer (23 May 2017 to 8 Dec 2019)
  • Gordon Buchanan Waller

    IRN GBW00002

    • CF21 Investment Adviser (14 Jan 2005 to 31 Dec 2005)
  • Gordon McGregor

    IRN GXM00094

    • CF30 Customer (1 Nov 2007 to 3 Mar 2015)
    • CF21 Investment Adviser (10 Oct 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (22 Nov 2005 to 10 Oct 2006)
  • Gordon McMillan

    IRN GXM00105

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 8 Jan 2026)
    • [FCA CF] Client dealing (since 8 Jan 2026)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 11 Nov 2024)
    • [FCA CF] Client dealing (9 Dec 2019 to 11 Nov 2024)
    • CF30 Customer (29 Dec 2015 to 8 Dec 2019)
  • Graeme Paul McIver

    IRN GPM01077

    • CF30 Customer (4 Feb 2014 to 1 Mar 2019)
  • Graeme William Edward Richards

    IRN GWR00005

    • CF30 Customer (1 Nov 2007 to 24 Dec 2007)
    • CF21 Investment Adviser (14 Jan 2005 to 31 Oct 2007)
  • Graham Crossley

    IRN GDC01072

    • CF30 Customer (8 Sep 2010 to 30 Jul 2018)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

Updates to this firm's record on the FCA register.

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