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.

  • Andrew James Dickinson

    IRN AJD00049

    • CF21 Investment Adviser (14 Jun 2005 to 31 Mar 2006)
    • CF22 Investment Adviser (Trainee) (24 Nov 2003 to 14 Jun 2005)
  • Andrew James Spillane

    IRN AJS00131

    • CF30 Customer (1 Nov 2007 to 31 Mar 2011)
    • CF21 Investment Adviser (14 Jan 2005 to 31 Oct 2007)
  • Andrew John Weeks

    IRN AJW00112

    • CF30 Customer (1 Nov 2007 to 26 Apr 2013)
    • CF21 Investment Adviser (14 Jan 2005 to 31 Oct 2007)
  • Andrew Louis Williams

    IRN ALW00005

    • CF30 Customer (1 Nov 2007 to 9 Aug 2018)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
  • Andrew Malcolm Rumbles

    IRN AMR01217

    • CF30 Customer (26 Oct 2015 to 9 Apr 2018)
  • Andrew Martin Bradford

    IRN AXB02082

    • CF30 Customer (9 Apr 2008 to 12 Feb 2014)
  • Andrew Martin Mitchell

    IRN AMM00025

    • CF30 Customer (1 Nov 2007 to 3 Jun 2015)
    • CF21 Investment Adviser (14 Jan 2005 to 31 Oct 2007)
  • Andrew Pickering

    IRN AXP02320

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • CF30 Customer (6 Jul 2017 to 8 Dec 2019)
  • Andrew Reel

    IRN AXR01398

    • CF30 Customer (17 May 2017 to 31 Aug 2017)
  • Andrew Richard Croft-Taylor

    IRN ARC01177

    • [FCA CF] Manager of certification employee (since 1 Oct 2025)
    • [FCA CF] Client dealing (9 Dec 2019 to 16 Dec 2025)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 16 Dec 2025)
    • CF30 Customer (1 May 2012 to 10 Jun 2014)
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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.