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.

• Martin Paul Howard

  IRN MPH01114

  • CF1 Director (23 Sep 2008 to 31 Dec 2010)
  • CF29 Significant management (1 Nov 2007 to 10 Sep 2009)
  • CF17 Significant Mgt (Other Business Operations) (3 Oct 2006 to 31 Oct 2007)
  • CF8 Apportionment and Oversight (13 Jan 2006 to 31 Mar 2009)
• Martin Paul Redford-Forrester

  IRN MXF01407

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 27 Feb 2024)
  • [FCA CF] Client dealing (9 Dec 2019 to 27 Feb 2024)
  • CF30 Customer (11 Jul 2018 to 8 Dec 2019)
• Martin Paul Smith

  IRN MPS01083

  • CF30 Customer (7 Jul 2009 to 3 Dec 2014)
• Martin Peter Cookson

  IRN MPC00015

  • CF30 Customer (18 Jan 2008 to 31 Mar 2014)
• Martin Robert Boaler

  IRN BXM01954

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Client dealing (since 5 Oct 2022)
  • [FCA CF] Functions requiring qualifications (since 5 Oct 2022)
• Martin Stephen Smith

  IRN MSS01108

  • 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 23 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 23 Dec 2019)
  • CF30 Customer (29 Aug 2012 to 6 Mar 2018)
• Martin Winter

  IRN MXW00229

  • CF30 Customer (4 Feb 2009 to 1 Oct 2013)
  • CF22 Investment Adviser (Trainee) (9 Aug 2005 to 8 Nov 2006)
• Mary Ann Davis

  IRN MAD00017

  • [FCA CF] Client dealing (9 Dec 2019 to 30 Dec 2022)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 30 Dec 2022)
  • CF30 Customer (17 May 2012 to 8 Dec 2019)
• Matthew Alexander Wright

  IRN MAW01184

  • CF30 Customer (28 Jun 2011 to 30 Oct 2012)
• Matthew Bryan James Jones

  IRN MBJ01015

  • CF30 Customer (4 Feb 2009 to 11 Jul 2014)

• 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.