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.

  • Oliver Adamkiewicz

    IRN OXA01185

    • [FCA CF] Functions requiring qualifications (3 Sep 2021 to 14 May 2025)
    • [FCA CF] Client dealing (3 Sep 2021 to 14 May 2025)
    • CF30 Customer (22 Mar 2016 to 8 Dec 2019)
  • Oliver Ben White

    IRN OBW01001

    • [FCA CF] Client dealing (2 Oct 2020 to 23 Jun 2021)
    • [FCA CF] Functions requiring qualifications (2 Oct 2020 to 23 Jun 2021)
    • CF30 Customer (27 Mar 2018 to 31 Jul 2019)
  • Oliver John Smart

    IRN OJS00002

    • [FCA CF] Manager of certification employee (9 Dec 2019 to 28 Apr 2023)
    • CF30 Customer (1 Nov 2007 to 6 Feb 2015)
    • CF21 Investment Adviser (24 Nov 2003 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (10 Apr 2003 to 24 Nov 2003)
  • Oliver Newing

    IRN OJN01002

    • CF30 Customer (3 Aug 2012 to 3 Jan 2017)
  • Oliver Ronald Pennicott

    IRN ORP01005

    • [FCA CF] Client dealing (9 Dec 2019 to 12 Dec 2019)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 12 Dec 2019)
    • CF30 Customer (16 Nov 2017 to 8 Dec 2019)
  • Olivia Miller

    IRN OXM00070

    • [FCA CF] Client dealing (23 Mar 2023 to 30 Jun 2024)
    • [FCA CF] Functions requiring qualifications (23 Mar 2023 to 30 Jun 2024)
  • Oonagh Marie Morrison

    IRN OMM01007

    • [FCA CF] Manager of certification employee (since 4 Apr 2022)
    • [FCA CF] Client dealing (9 Dec 2019 to 23 Jun 2022)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 23 Jun 2022)
    • CF30 Customer (1 May 2009 to 8 Dec 2019)
  • Owen John Ellis

    IRN OJE01003

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Client dealing (since 10 Sep 2024)
    • [FCA CF] Functions requiring qualifications (since 10 Sep 2024)
    • [FCA CF] Client dealing (9 Dec 2019 to 25 Jul 2024)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 25 Jul 2024)
    • CF30 Customer (7 Aug 2018 to 8 Dec 2019)
  • Owen Richard Sayer

    IRN ORS01006

    • CF30 Customer (6 Jul 2009 to 27 May 2010)
  • PAUL BRYAN BARNFATHER

    IRN PBB01047

    • 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] Functions requiring qualifications (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • CF30 Customer (7 Aug 2014 to 8 Dec 2019)
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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.