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.

  • Gregory William Bytheway

    IRN GXB00200

    • [FCA CF] Functions requiring qualifications (27 Apr 2022 to 29 Jul 2022)
  • Greig Jardine Messer

    IRN GJM00003

    • CF30 Customer (24 Oct 2011 to 14 Apr 2017)
  • Greig Norman Cook

    IRN GNC01019

    • [FCA CF] Functions requiring qualifications (9 Apr 2024 to 8 Apr 2025)
    • [FCA CF] Client dealing (9 Dec 2019 to 10 Jan 2024)
    • CF30 Customer (13 Jul 2012 to 8 Dec 2019)
  • Gurpreet Lart

    IRN GXL83196

    • [FCA CF] Client dealing (23 Jan 2020 to 31 Jan 2022)
    • [FCA CF] Functions requiring qualifications (23 Jan 2020 to 31 Jan 2022)
  • Gurvinder Singh Thind

    IRN GST01037

    • CF30 Customer (2 Oct 2008 to 26 May 2009)
  • Gwen Rhys Bateman

    IRN GRB00006

    • CF21 Investment Adviser (1 Dec 2001 to 10 Nov 2003)
  • Hannah Jane Boxshall

    IRN HJC01046

    • CF30 Customer (3 Feb 2017 to 4 Sep 2017)
  • Hannah Jones

    IRN HXJ01144

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 31 Oct 2024)
    • [FCA CF] Client dealing (since 31 Oct 2024)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 1 Nov 2021)
    • [FCA CF] Client dealing (9 Dec 2019 to 1 Nov 2021)
    • CF30 Customer (20 Oct 2014 to 8 Dec 2019)
  • Hardip Kaur Klear

    IRN HKK01004

    • CF30 Customer (4 May 2012 to 30 Jun 2014)
  • Harjinder Singh Gill

    IRN HXG00001

    • CF21 Investment Adviser (26 Nov 2002 to 24 Feb 2006)
    • CF22 Investment Adviser (Trainee) (11 Jun 2002 to 26 Nov 2002)
Show more

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

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

No changes recorded yet.