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 Robert Kershaw

    IRN PRK00010

    • CF22 Investment Adviser (Trainee) (14 May 2003 to 1 Oct 2003)
  • Paul Robert Shipton

    IRN PRS00034

    • CF30 Customer (1 Nov 2007 to 2 Mar 2016)
    • CF21 Investment Adviser (14 Jan 2005 to 31 Oct 2007)
  • Paul Robin Lambourn

    IRN PRL01062

    • CF30 Customer (28 Jan 2010 to 2 May 2011)
  • Paul Rogers

    IRN PMR01067

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Client dealing (since 19 Feb 2025)
    • [FCA CF] Functions requiring qualifications (since 19 Feb 2025)
  • Paul Simon Magson

    IRN PSM00038

    • CF30 Customer (25 Jan 2010 to 29 Oct 2012)
  • Paul Soan

    IRN PMS01194

    • CF30 Customer (30 Jun 2015 to 22 Jun 2016)
  • Paul Stephen Brown

    IRN PSB01062

    • CF30 Customer (1 Nov 2007 to 16 Jun 2017)
    • CF22 Investment Adviser (Trainee) (23 Jun 2006 to 31 Oct 2007)
  • Paul Taylor

    IRN PXT00016

    • CF30 Customer (1 Nov 2007 to 21 Feb 2011)
    • CF21 Investment Adviser (28 Apr 2005 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (21 May 2003 to 28 Apr 2005)
  • Paul Taylor

    IRN PXT00017

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Jul 2022)
    • [FCA CF] Client dealing (9 Dec 2019 to 31 Jul 2022)
    • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
    • CF22 Investment Adviser (Trainee) (1 Mar 2006 to 31 Oct 2007)
  • Paul Terrence Smeeton

    IRN PTS00005

    • CF30 Customer (1 Nov 2007 to 8 Apr 2011)
    • CF21 Investment Adviser (5 Dec 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (27 Feb 2006 to 5 Dec 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.