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.

• Graham Scott Crawford

  IRN GSC01044

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 6 Jul 2022)
  • [FCA CF] Client dealing (since 6 Jul 2022)
  • CF30 Customer (30 Apr 2010 to 31 Oct 2019)
• Grant Bilton

  IRN GXB02335

  • [FCA CF] Client dealing (9 Dec 2019 to 31 Jul 2022)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Jul 2022)
  • CF30 Customer (10 Mar 2018 to 8 Dec 2019)
• Grant MacAllister

  IRN GXM02459

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 19 May 2025)
  • [FCA CF] Client dealing (since 19 May 2025)
• Greg Bowler

  IRN GXB02249

  • [FCA CF] Client dealing (9 Dec 2019 to 1 Jun 2023)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 1 Jun 2023)
  • CF30 Customer (11 May 2016 to 8 Dec 2019)
• Greg Povey

  IRN GXP01569

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 30 May 2023)
  • [FCA CF] Client dealing (9 Dec 2019 to 30 May 2023)
  • CF30 Customer (17 Dec 2013 to 8 Dec 2019)
• Gregg Phillip Schofield

  IRN GPS01125

  • SMF18 Other Overall Responsibility (21 Mar 2025 to 1 Sep 2025)
  • CF30 Customer (19 Feb 2014 to 23 Jun 2015)
• Gregory Boyd Scammell

  IRN GBS00002

  • CF22 Investment Adviser (Trainee) (12 Apr 2006 to 22 May 2006)
• Gregory John Perrott

  IRN GJP00026

  • [FCA CF] Client dealing (9 Dec 2019 to 31 Dec 2024)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Dec 2024)
  • CF30 Customer (16 Dec 2015 to 8 Dec 2019)
• Gregory Leigh Hendricks

  IRN GLH01041

  • [FCA CF] Client dealing (9 Dec 2019 to 3 Apr 2025)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 3 Apr 2025)
  • CF30 Customer (11 Nov 2017 to 8 Dec 2019)
• Gregory Nigel Lancaster

  IRN GNL00003

  • [FCA CF] Client dealing (9 Dec 2019 to 4 Nov 2021)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 4 Nov 2021)
  • CF30 Customer (19 Nov 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.