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.

  • Rachel Wright

    IRN RXW01915

    • 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] Functions requiring qualifications (since 23 Jan 2023)
    • [FCA CF] Client dealing (since 23 Jan 2023)
    • [FCA CF] Client dealing (9 Dec 2019 to 8 Aug 2022)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 8 Aug 2022)
    • CF30 Customer (3 Aug 2018 to 8 Dec 2019)
  • Ragjeet Singh Bram

    IRN RSB00035

    • CF21 Investment Adviser (14 Jan 2005 to 5 Mar 2007)
  • Raj Chima

    IRN RXC00178

    • [FCA CF] Significant management (9 Dec 2020 to 30 Sep 2022)
  • Raja Asif Najib Khan

    IRN RAK01089

    • CF30 Customer (3 Mar 2011 to 2 May 2012)
  • Rajinder Singh Bhopal

    IRN RSB00014

    • CF30 Customer (1 Nov 2007 to 31 May 2010)
    • CF21 Investment Adviser (14 Jan 2005 to 31 Oct 2007)
  • Rajvinder Kaur Shergill

    IRN RKV00002

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 11 Dec 2025)
    • [FCA CF] Client dealing (since 11 Dec 2025)
  • Ralph Stratton

    IRN RJS00092

    • CF30 Customer (1 Nov 2007 to 5 Jul 2013)
    • CF21 Investment Adviser (15 Jun 2007 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (14 Jan 2005 to 10 May 2005)
  • Ranbeer Johal

    IRN RXJ01234

    • CF30 Customer (4 Feb 2008 to 31 Mar 2009)
  • Ranjit Singh Daggar

    IRN RSD00006

    • [FCA CF] Client dealing (9 Dec 2019 to 31 May 2020)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 May 2020)
    • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
  • Ranjit Virk

    IRN RXV01027

    • CF30 Customer (1 Nov 2007 to 5 Feb 2010)
    • CF21 Investment Adviser (14 Jan 2005 to 31 Oct 2007)
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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.

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