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.

  • Robert Selby

    IRN RXS00576

    • [FCA CF] Significant management (since 1 Oct 2022)
  • Robert Venvil

    IRN RXV01066

    • CF21 Investment Adviser (27 Apr 2006 to 17 Oct 2006)
    • CF22 Investment Adviser (Trainee) (9 Aug 2005 to 27 Apr 2006)
  • Robert Wallace Lockhart

    IRN RWL01054

    • CF30 Customer (10 Sep 2008 to 13 Aug 2009)
  • Robert Whewell

    IRN RXW01668

    • CF30 Customer (9 Oct 2015 to 18 Jun 2017)
  • Robin Geoffrey Platts

    IRN RGP01040

    • CF30 Customer (18 Jan 2008 to 31 Dec 2018)
  • Robin Sampat

    IRN RXS00095

    • [FCA CF] Manager of certification employee (since 15 Aug 2022)
  • Roger Charles Dix

    IRN RCD01059

    • SMF4 Chief Risk (9 Dec 2019 to 1 Apr 2021)
    • CF28 Systems and controls (15 May 2013 to 8 Dec 2019)
  • Ronald Ellis

    IRN RXE00009

    • CF30 Customer (11 Jan 2013 to 12 Jul 2013)
  • Ronnie Truesdale

    IRN RXT00062

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 2 Jul 2021)
    • [FCA CF] Client dealing (9 Dec 2019 to 2 Jul 2021)
    • CF30 Customer (16 Nov 2009 to 8 Dec 2019)
  • Rosalind Frances Grace Barnes

    IRN RFB01065

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 14 May 2020)
    • [FCA CF] Client dealing (9 Dec 2019 to 14 May 2020)
    • CF30 Customer (18 Feb 2013 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.