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

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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.

• 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

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  • · 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.

• Lee Peter Stewart

  IRN LPS01029

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 10 Dec 2021)
  • [FCA CF] Client dealing (since 10 Dec 2021)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 8 Dec 2021)
  • [FCA CF] Client dealing (9 Dec 2019 to 8 Dec 2021)
  • CF30 Customer (22 Mar 2013 to 8 Dec 2019)
• Leigh Matthew Philpot

  IRN LMP01028

  • SMF18 Other Overall Responsibility (26 Jan 2024 to 19 Feb 2024)
• Leigh Melvyn Hodson

  IRN LMH00004

  • CF30 Customer (1 Nov 2007 to 3 Aug 2018)
  • CF21 Investment Adviser (14 Jan 2005 to 31 Oct 2007)
• Leon Andrew Owen

  IRN LAO01009

  • CF30 Customer (20 Dec 2010 to 8 Apr 2015)
• Leslie Alexander Mitchell

  IRN LAM00012

  • CF30 Customer (1 Nov 2007 to 31 Dec 2012)
  • CF21 Investment Adviser (14 Jan 2005 to 31 Oct 2007)
• Lewis Bell

  IRN LXB00480

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Client dealing (since 27 Sep 2024)
  • [FCA CF] Functions requiring qualifications (since 27 Sep 2024)
• Lewis Ross Greenwood

  IRN LXG38321

  • [FCA CF] Functions requiring qualifications (15 May 2023 to 24 Aug 2023)
  • [FCA CF] Client dealing (15 May 2023 to 24 Aug 2023)
• Liam Anthony White

  IRN LAW01059

  • CF30 Customer (28 Aug 2012 to 30 Sep 2016)
• Linda Jane Wallace

  IRN LXW25835

  • SMF1 Chief Executive (21 Dec 2023 to 31 Dec 2025)
  • SMF3 Executive Director (14 Jun 2021 to 31 Dec 2025)
  • Responsibility for MCD Intermediation (14 Jun 2021 to 31 Dec 2025)
  • Responsible for Insurance Distribution (14 Jun 2021 to 31 Dec 2025)
  • SMF18 Other Overall Responsibility (6 Mar 2020 to 14 Jun 2021)
• Linda Jayne Taylor

  IRN LJT00003

  • CF30 Customer (1 Nov 2007 to 18 Oct 2013)
  • CF21 Investment Adviser (15 May 2006 to 31 Oct 2007)
  • CF22 Investment Adviser (Trainee) (24 Jan 2006 to 15 May 2006)

• 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.