WESLEYAN FINANCIAL SERVICES LIMITED
Addresses
The contact details this firm has registered with the FCA.
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Principal Place of Business
WesleyanColmore Circus QueenswayBirminghamB4 6ARUNITED KINGDOM- Phone
- +4401212009711
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Complaints Contact
Colmore CircusQueenswayBirminghamWest MidlandsB4 6ARUNITED KINGDOM- Phone
- +4401212009639
What this firm is allowed to do
The regulated activities the FCA has granted this firm permission to carry out.
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Buy-to-Let Mortgage Advice
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Buy-to-Let Mortgage Arranging
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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.
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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.
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Mortgage Advice
For Customer, Regulated mortgage contract
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Authorised to Operate
Show 1 limitation Hide limitations
- · The firm can only agree to carry on the regulated activities specified in this Notice.
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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.
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Mortgage Arranging
For Customer, Regulated mortgage contract
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Insurance Admin
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
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Buy-to-Let Start Date
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Buy-to-Let Status
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Credit Brokering
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Stockbroking
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
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Debt Collection
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Debt Advice
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Mortgage Setup
For Customer, Regulated mortgage contract
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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.
Approved individuals
Senior staff personally approved by the FCA to hold their roles here.
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Harjinder Singh Johal
IRN HSJ00005
- CF30 Customer (14 May 2010 to 16 Jul 2012)
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Harkaran Singh
IRN HXS19136
- [FCA CF] Functions requiring qualifications (9 Dec 2019 to 22 May 2020)
- [FCA CF] Client dealing (9 Dec 2019 to 22 May 2020)
- CF30 Customer (27 Aug 2019 to 8 Dec 2019)
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Harry Pym
IRN HXP10395
- [FCA CF] Functions requiring qualifications (9 Dec 2019 to 27 Aug 2021)
- [FCA CF] Client dealing (9 Dec 2019 to 27 Aug 2021)
- CF30 Customer (16 Jan 2019 to 8 Dec 2019)
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Hassan Khan
IRN HXK01600
- CF30 Customer (23 Jan 2017 to 21 Jun 2017)
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Hayden Jeffs
IRN HXJ00006
- CF21 Investment Adviser (1 Dec 2001 to 2 Sep 2005)
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Hayley Maria Nicola Warren
IRN HMW00002
- CF30 Customer (24 Sep 2015 to 28 Jul 2016)
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Helen Jane Hamilton
IRN HJE00002
- CF21 Investment Adviser (7 Dec 2004 to 28 Jan 2005)
- CF22 Investment Adviser (Trainee) (1 Mar 2004 to 7 Dec 2004)
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Helen Maria Papi
IRN MHP00002
- CF21 Investment Adviser (1 Dec 2001 to 1 May 2005)
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Helen Musgrave
IRN HXM00031
- CF22 Investment Adviser (Trainee) (30 May 2003 to 2 Apr 2004)
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Herchaten Singh Dosanjh
IRN HSD01017
- CF30 Customer (3 Oct 2018 to 9 Jan 2019)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Lawyers in Local Government (no longer appointed)
FRN 914550 · Appointed 4 Oct 2019 · Until 8 Sep 2021
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National Heritage Group Ltd (no longer appointed)
FRN 824297 · Appointed 26 Oct 2018 · Until 14 Apr 2020
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General Teaching Council for Scotland (no longer appointed)
FRN 823360 · Appointed 16 Oct 2018 · Until 1 May 2023
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Wesleyan Key Business Finance Limited (no longer appointed)
FRN 527334 · Appointed 9 Jul 2010 · Until 12 Mar 2020
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Royal Institution of Chartered Surveyors (no longer appointed)
FRN 403533 · Appointed 21 Aug 2007 · Until 31 Jul 2010
Recent activity
Updates to this firm's record on the FCA register.
No changes recorded yet.