WESLEYAN FINANCIAL SERVICES LIMITED

Date authorised
1 April 2013
Companies House
01651212
Last scraped
3 weeks ago
Watch for changes

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.

  • Paul James Bennett

    IRN PJB00193

    • CF30 Customer (17 Nov 2008 to 18 Oct 2010)
  • Paul James Bradshaw

    IRN PJB00120

    • CF22 Investment Adviser (Trainee) (16 Jan 2003 to 28 May 2004)
  • Paul James Redmond

    IRN PJR00087

    • [FCA CF] Client dealing (9 Dec 2019 to 2 Feb 2023)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 2 Feb 2023)
    • CF30 Customer (21 Oct 2008 to 8 Dec 2019)
  • Paul John Cook

    IRN PJC00047

    • CF30 Customer (1 Nov 2007 to 6 Mar 2019)
    • CF22 Investment Adviser (Trainee) (23 Aug 2007 to 31 Oct 2007)
  • Paul John Phillips

    IRN PXP02043

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 5 Jul 2021)
    • [FCA CF] Client dealing (9 Dec 2019 to 5 Jul 2021)
    • CF30 Customer (13 Aug 2018 to 8 Dec 2019)
  • Paul John Taylor

    IRN PJT00026

    • CF30 Customer (24 Mar 2016 to 30 Jan 2018)
  • Paul Mooney

    IRN PXM02018

    • CF30 Customer (19 Nov 2013 to 5 Sep 2014)
  • Paul Murphy

    IRN PXM01504

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 1 Jan 2020)
    • [FCA CF] Client dealing (since 1 Jan 2020)
    • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
    • CF21 Investment Adviser (19 Aug 2005 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (14 Jan 2005 to 19 Aug 2005)
  • Paul O'Hara

    IRN PXO01140

    • CF30 Customer (4 Nov 2013 to 2 Jul 2014)
  • Paul Robert Forder

    IRN PXF00076

    • [FCA CF] Manager of certification employee (since 9 Dec 2019)
    • CF30 Customer (1 Nov 2007 to 6 Feb 2015)
    • CF21 Investment Adviser (17 Jan 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (19 May 2005 to 17 Jan 2006)
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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.