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.

  • Pubhinder Singh

    IRN PXS12051

    • [FCA CF] Client dealing (9 Dec 2019 to 17 Dec 2019)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 17 Dec 2019)
    • CF30 Customer (5 Mar 2019 to 8 Dec 2019)
  • Puja Crudden

    IRN PXT01439

    • CF30 Customer (11 Jan 2011 to 8 Dec 2017)
  • Puja Vaghela

    IRN PXV01201

    • CF30 Customer (11 Aug 2014 to 2 Oct 2015)
  • RICHARD OWUSU-AGYEMAN

    IRN RXO01185

    • 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 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • CF30 Customer (10 Mar 2018 to 8 Dec 2019)
  • Rachael Ann Jones

    IRN RAJ00010

    • CF21 Investment Adviser (14 Jan 2005 to 16 Nov 2006)
  • Rachael Louise Edmonds

    IRN RLE01030

    • CF30 Customer (3 Mar 2011 to 26 Jun 2017)
  • Rachael Marie Cooper

    IRN RMC01145

    • CF30 Customer (12 Aug 2008 to 15 Jan 2010)
  • Rachael Ward

    IRN RXW01519

    • CF30 Customer (7 Oct 2008 to 6 Feb 2009)
  • Rachel Jane Birtwell

    IRN RJB00122

    • CF30 Customer (30 Sep 2008 to 6 Nov 2015)
  • Rachel Louise Allen

    IRN RLA01035

    • [FCA CF] Functions requiring qualifications (21 Jan 2020 to 27 Jul 2020)
    • [FCA CF] Client dealing (21 Jan 2020 to 27 Jul 2020)
    • CF30 Customer (31 Aug 2018 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.