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.

• Jamie Jones-Green

  IRN JXJ67696

  • [FCA CF] Functions requiring qualifications (5 Oct 2022 to 1 Dec 2023)
  • [FCA CF] Client dealing (5 Oct 2022 to 1 Dec 2023)
• Jamie McPhillips

  IRN JXM00253

  • [FCA CF] Manager of certification employee (9 Dec 2019 to 5 Apr 2022)
  • CF30 Customer (1 Nov 2007 to 6 Feb 2015)
  • CF21 Investment Adviser (14 Jan 2005 to 31 Oct 2007)
• Jamie Stuart

  IRN JXS03485

  • CF30 Customer (7 Apr 2017 to 5 Jun 2018)
• Jane Antoinette Emerson

  IRN JAE00017

  • CF21 Investment Adviser (1 Dec 2001 to 11 Oct 2002)
• Janet Michelle Roche

  IRN JMR00038

  • [FCA CF] Functions requiring qualifications (15 Aug 2022 to 28 Feb 2023)
  • [FCA CF] Client dealing (15 Aug 2022 to 28 Feb 2023)
  • CF30 Customer (13 Jul 2017 to 8 Dec 2019)
• Jaskarn Johal

  IRN JXJ00040

  • CF22 Investment Adviser (Trainee) (10 May 2006 to 24 Aug 2006)
• Jason Anthony Martin

  IRN JAM00036

  • CF21 Investment Adviser (7 Apr 2004 to 21 May 2004)
  • CF22 Investment Adviser (Trainee) (2 Jun 2003 to 7 Apr 2004)
• Jason Barry Reeves

  IRN JBR00007

  • CF30 Customer (23 Apr 2018 to 29 Mar 2019)
• Jason Behan

  IRN JWB00028

  • CF21 Investment Adviser (14 Jan 2005 to 29 Apr 2005)
• Jason Bepey

  IRN JXB02193

  • [FCA CF] Client dealing (9 Dec 2019 to 9 Sep 2021)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 9 Sep 2021)
  • CF30 Customer (15 Apr 2014 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.