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.

  • Maureen Anne Holms

    IRN MAH00007

    • CF21 Investment Adviser (1 Dec 2001 to 31 Jul 2005)
  • Maurice Michael Spillane

    IRN MMS01072

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 28 Jul 2022)
    • [FCA CF] Client dealing (9 Dec 2019 to 28 Jul 2022)
    • CF30 Customer (31 Oct 2019 to 8 Dec 2019)
  • Maxine Ella Wilkie

    IRN MXJ00061

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 17 May 2024)
    • [FCA CF] Client dealing (since 17 May 2024)
  • Mayanthi Kodikara

    IRN MDK01067

    • [FCA CF] Client dealing (9 Dec 2019 to 8 Mar 2021)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 8 Mar 2021)
    • CF30 Customer (18 Jan 2017 to 8 Dec 2019)
  • Melanie Buckingham

    IRN MXB00662

    • [FCA CF] Significant management (7 Mar 2021 to 15 Aug 2023)
  • Melanie Dawn Erbe

    IRN MDK00011

    • [FCA CF] Manager of certification employee (9 Dec 2019 to 31 Oct 2025)
    • CF30 Customer (6 Nov 2012 to 6 Feb 2015)
  • Melvin Douglas Wright

    IRN MDW01082

    • CF17 Significant Mgt (Other Business Operations) (25 Jul 2003 to 1 Sep 2003)
  • Melvyn John Patten

    IRN MJP01345

    • CF30 Customer (11 May 2009 to 8 Nov 2013)
  • Mia Suang Dorothy Chia

    IRN DMC00054

    • CF22 Investment Adviser (Trainee) (28 Nov 2003 to 13 Dec 2004)
  • Michael Andrew Roulston

    IRN MAR00021

    • CF22 Investment Adviser (Trainee) (30 May 2003 to 28 Jul 2003)
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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.

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