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.

• Kashif Hussain

  IRN KXH78945

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 14 Feb 2025)
  • [FCA CF] Client dealing (since 14 Feb 2025)
• Kate Emma Baker

  IRN KXB00111

  • [FCA CF] Client dealing (3 Oct 2022 to 12 Apr 2024)
  • [FCA CF] Manager of certification employee (1 Apr 2022 to 2 Oct 2022)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 12 Apr 2024)
• Katherine Hill

  IRN KXH01375

  • [FCA CF] Client dealing (9 Dec 2019 to 2 Jul 2025)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 2 Jul 2025)
  • CF30 Customer (15 Nov 2012 to 8 Dec 2019)
• Katherine Louise Rogers

  IRN KLR01028

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Client dealing (since 1 Aug 2023)
  • [FCA CF] Functions requiring qualifications (since 1 Aug 2023)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 19 Jul 2023)
  • [FCA CF] Client dealing (9 Dec 2019 to 19 Jul 2023)
  • CF30 Customer (12 Jan 2017 to 8 Dec 2019)
• Kathryn Axcell-Steele

  IRN KXA00391

  • [FCA CF] Significant management (9 Dec 2024 to 1 Mar 2025)
• Kathryn Jane Lloyd

  IRN KJL01071

  • CF30 Customer (1 Nov 2007 to 23 Oct 2014)
  • CF22 Investment Adviser (Trainee) (6 Oct 2006 to 31 Oct 2007)
• Katie Marie Dicken

  IRN KMD01047

  • CF30 Customer (18 Jan 2013 to 7 May 2018)
• Katie Wadey

  IRN KXW00295

  • SMF3 Executive Director (since 6 Feb 2026)
  • SMF7 Group Entity Senior Manager (5 Jun 2024 to 6 Feb 2026)
• Katrina Wood

  IRN KXW00012

  • CF30 Customer (28 Aug 2012 to 20 Jan 2015)
• Kaye Price

  IRN KXW00055

  • CF30 Customer (1 Nov 2007 to 1 Jun 2018)
  • CF21 Investment Adviser (8 Nov 2005 to 31 Oct 2007)
  • CF22 Investment Adviser (Trainee) (16 Jan 2003 to 8 Nov 2005)

• 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.