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.

  • Jeremy Rupert Cotton

    IRN JRC01167

    • CF30 Customer (23 Apr 2012 to 5 Feb 2013)
  • Jerome Phillip Young

    IRN JPY01008

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • CF30 Customer (19 Apr 2010 to 8 Dec 2019)
  • Jessica Claire Harriett Whitwam

    IRN JCL01127

    • CF30 Customer (11 Mar 2015 to 3 Sep 2018)
  • Jill Eccleshall

    IRN JXE00072

    • CF21 Investment Adviser (14 Jan 2005 to 12 Jul 2005)
  • Jo-Ann Welman

    IRN JXW02660

    • [FCA CF] Client dealing (29 Nov 2021 to 28 Oct 2022)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 5 Oct 2021)
    • CF30 Customer (16 Jul 2018 to 8 Dec 2019)
  • Jodie Elizabeth Bottomer

    IRN JES01143

    • CF30 Customer (1 Nov 2007 to 1 Feb 2016)
    • CF21 Investment Adviser (10 Oct 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (17 Oct 2005 to 10 Oct 2006)
  • Joe Matthew George

    IRN JMG01299

    • CF30 Customer (3 Feb 2017 to 7 Dec 2017)
  • John Alexander Duthie

    IRN JAD00053

    • CF30 Customer (1 Nov 2007 to 6 Feb 2015)
    • CF21 Investment Adviser (14 Jan 2005 to 31 Oct 2007)
  • John Angus McVicar Garner

    IRN JAG00073

    • CF2 Non Executive Director (1 Dec 2001 to 16 Sep 2002)
  • John Bainbridge

    IRN JXB00244

    • CF30 Customer (20 Nov 2012 to 31 Jul 2019)
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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.

No changes recorded yet.