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.

• Michael Gerard De Rosa

  IRN MGD00032

  • CF30 Customer (4 Apr 2013 to 3 Dec 2013)
• Michael Gerard Halton

  IRN MGH00014

  • CF30 Customer (1 Nov 2007 to 31 Mar 2016)
  • CF21 Investment Adviser (8 Nov 2005 to 31 Oct 2007)
  • CF22 Investment Adviser (Trainee) (27 Nov 2003 to 8 Nov 2005)
• Michael Gilhooley

  IRN MXG00040

  • CF21 Investment Adviser (28 Jul 2005 to 7 Sep 2005)
  • CF22 Investment Adviser (Trainee) (14 Jan 2005 to 28 Jul 2005)
• Michael Gwyn Lewis

  IRN MGL01023

  • CF8 Apportionment and Oversight (8 Jun 2005 to 31 Mar 2009)
  • CF1 Director (8 Jun 2005 to 31 Dec 2010)
• Michael James Banting

  IRN MJB00131

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 19 Jan 2023)
  • [FCA CF] Client dealing (9 Dec 2019 to 19 Jan 2023)
  • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
  • CF21 Investment Adviser (14 Jan 2005 to 31 Oct 2007)
• Michael James Johnson

  IRN MJJ01131

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 May 2022)
  • [FCA CF] Client dealing (9 Dec 2019 to 31 May 2022)
  • CF30 Customer (24 Feb 2016 to 8 Dec 2019)
• Michael James Keith

  IRN MJK00004

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 27 May 2021)
  • [FCA CF] Client dealing (9 Dec 2019 to 27 May 2021)
  • CF30 Customer (28 Jan 2016 to 8 Dec 2019)
• Michael John Fryer

  IRN MXF00096

  • CF30 Customer (1 Nov 2007 to 3 Mar 2014)
  • CF21 Investment Adviser (10 May 2005 to 31 Oct 2007)
  • CF22 Investment Adviser (Trainee) (14 Jan 2005 to 10 May 2005)
• Michael John Hocking

  IRN MJH00090

  • CF16 Significant Mgt (Desgntd Investment Business) (5 Mar 2003 to 13 Dec 2004)
• Michael John McGlinchey

  IRN MJM01398

  • CF30 Customer (10 Mar 2018 to 8 Dec 2019)

• 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.