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.

• Neil David Starkie

  IRN NDS01054

  • [FCA CF] Client dealing (9 Dec 2019 to 5 Aug 2025)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 5 Aug 2025)
  • CF30 Customer (10 May 2019 to 8 Dec 2019)
• Neil Gregory Richardson

  IRN NGR01016

  • [FCA CF] Manager of certification employee (since 18 Aug 2025)
  • [FCA CF] Manager of certification employee (3 Jan 2023 to 16 Jul 2025)
  • [FCA CF] Client dealing (9 Dec 2019 to 31 Jan 2023)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Jan 2023)
  • CF30 Customer (9 Apr 2008 to 8 Dec 2019)
• Neil Ivor John Hiscock

  IRN NIH00001

  • [FCA CF] Client dealing (4 Oct 2024 to 3 Mar 2025)
  • [FCA CF] Functions requiring qualifications (4 Oct 2024 to 3 Mar 2025)
• Neil James Whiteside

  IRN NXW11284

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 28 Feb 2022)
  • [FCA CF] Client dealing (9 Dec 2019 to 28 Feb 2022)
  • CF30 Customer (6 Feb 2019 to 8 Dec 2019)
• Neil Leslie Williams

  IRN NLW01012

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Client dealing (since 23 Jan 2020)
  • [FCA CF] Functions requiring qualifications (since 23 Jan 2020)
• Neil Molyneux

  IRN NXM00054

  • CF30 Customer (1 Nov 2007 to 6 Feb 2015)
  • CF21 Investment Adviser (14 Jan 2005 to 31 Oct 2007)
• Neil Patrick Forkin

  IRN NPF00012

  • 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 (18 Feb 2014 to 8 Dec 2019)
• Neil Phelan

  IRN NDP00012

  • CF30 Customer (1 Nov 2007 to 29 Mar 2019)
  • CF21 Investment Adviser (14 Jan 2005 to 31 Oct 2007)
• Neil Thomas Bedford

  IRN NTB00009

  • CF21 Investment Adviser (1 Dec 2001 to 28 Feb 2006)
• Neil Warren Charles Wright

  IRN NWW00004

  • CF21 Investment Adviser (1 Dec 2001 to 27 Feb 2004)

• 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.