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.

  • Pamela Kim Dobbie

    IRN PKL00002

    • CF21 Investment Adviser (11 Oct 2005 to 6 Jan 2006)
    • CF22 Investment Adviser (Trainee) (14 May 2003 to 11 Oct 2005)
  • Paramjeet Singh Jaggi

    IRN PSJ01030

    • 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 (12 Jun 2017 to 8 Dec 2019)
  • Parham Mostaeddi

    IRN PXM02034

    • CF30 Customer (14 Nov 2008 to 18 Mar 2011)
  • Parmjit Dhillon-Sangha

    IRN PXD01557

    • 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 23 Jun 2025)
    • [FCA CF] Functions requiring qualifications (since 23 Jun 2025)
  • Patricia Anne Barber

    IRN PAB00061

    • CF30 Customer (1 Nov 2007 to 10 Oct 2008)
    • CF22 Investment Adviser (Trainee) (9 Aug 2007 to 31 Oct 2007)
    • CF21 Investment Adviser (14 Jan 2005 to 7 Dec 2006)
  • Patricia Anne Dampney

    IRN PAD00037

    • CF30 Customer (1 Nov 2007 to 31 Mar 2016)
    • CF21 Investment Adviser (29 Jun 2004 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (25 Nov 2003 to 29 Jun 2004)
  • Patrick James Kennedy

    IRN PJK01101

    • CF24 Pension Transfer Specialist (14 Apr 2005 to 30 Sep 2005)
  • Paul Alan Stone

    IRN PAS00079

    • CF21 Investment Adviser (1 Dec 2001 to 28 Mar 2005)
  • Paul Alexander Burgess

    IRN PAB00113

    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 11 Jan 2002)
  • Paul Andrew Gordon

    IRN PAG00063

    • CF21 Investment Adviser (1 Dec 2001 to 4 Feb 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.