WESLEYAN FINANCIAL SERVICES LIMITED

Date authorised
1 April 2013
Companies House
01651212
Last scraped
3 weeks ago
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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 Wood

    IRN AXW01660

    • CF30 Customer (11 Jan 2011 to 4 Sep 2012)
  • Angela Catherine Jordan

    IRN ACG01064

    • CF30 Customer (3 Dec 2013 to 8 Dec 2017)
  • Angela Mary Dunn

    IRN AXD81832

    • SMF17 Money Laundering Reporting Officer (MLRO) (11 Dec 2020 to 11 Dec 2024)
  • Angela Millar

    IRN AXM00389

    • CF30 Customer (10 Jul 2013 to 1 Jun 2018)
  • Angus David Peel

    IRN ADP00009

    • CF30 Customer (15 Mar 2016 to 15 Feb 2019)
  • Anil Atal

    IRN AXA01427

    • CF21 Investment Adviser (14 Jan 2005 to 1 Sep 2005)
  • Anil Kumar Darbhanga

    IRN AXD12446

    • [FCA CF] Client dealing (9 Dec 2019 to 23 Jul 2021)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 23 Jul 2021)
    • CF30 Customer (15 Mar 2019 to 8 Dec 2019)
  • Anne Blakeley

    IRN AXB02438

    • [FCA CF] Client dealing (9 Dec 2019 to 16 Feb 2021)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 16 Feb 2021)
    • CF30 Customer (7 Feb 2019 to 8 Dec 2019)
  • Anne Mary Jordan

    IRN AMJ01068

    • [FCA CF] Manager of certification employee (9 Aug 2021 to 30 Sep 2021)
    • CF30 Customer (1 Nov 2007 to 9 Apr 2013)
    • CF21 Investment Adviser (14 Jan 2005 to 31 Oct 2007)
  • Anthony Cornfoot

    IRN AXC00105

    • CF30 Customer (1 Nov 2007 to 30 Mar 2018)
    • CF21 Investment Adviser (13 Oct 2005 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (30 May 2003 to 13 Oct 2005)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

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Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.