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.

  • Rosie Patricia McLaughlin

    IRN RPM00003

    • CF21 Investment Adviser (26 May 2006 to 5 Jan 2007)
    • CF22 Investment Adviser (Trainee) (22 Nov 2005 to 26 May 2006)
  • Rowena Anne Lowson

    IRN RAL01105

    • CF30 Customer (1 Nov 2007 to 29 Jul 2008)
    • CF21 Investment Adviser (16 Oct 2007 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (13 Nov 2006 to 16 Oct 2007)
  • Roy Hinton

    IRN RJH00066

    • CF30 Customer (1 Nov 2007 to 4 Jan 2019)
    • CF21 Investment Adviser (14 Jan 2005 to 31 Oct 2007)
  • Roy William Genner

    IRN RWG00014

    • CF30 Customer (1 Nov 2007 to 20 Sep 2013)
    • CF21 Investment Adviser (14 Jan 2005 to 31 Oct 2007)
  • Rubina Kausar Chaudhry

    IRN RKC01031

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 27 Mar 2025)
    • [FCA CF] Client dealing (since 27 Mar 2025)
    • [FCA CF] Client dealing (14 Nov 2022 to 29 Jul 2024)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 15 Aug 2022)
    • CF30 Customer (16 Sep 2015 to 8 Dec 2019)
  • Russell Birkin

    IRN RXB00171

    • CF30 Customer (1 Nov 2007 to 28 Sep 2019)
    • CF21 Investment Adviser (1 Aug 2006 to 10 Oct 2006)
    • CF22 Investment Adviser (Trainee) (26 Jan 2006 to 1 Aug 2006)
  • Russell Blythe

    IRN RXB00163

    • CF30 Customer (1 Nov 2007 to 6 Feb 2015)
    • CF21 Investment Adviser (9 Mar 2004 to 31 Oct 2007)
  • Russell Garry Christopher Maggs

    IRN RXM00285

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 9 Apr 2024)
    • [FCA CF] Client dealing (since 9 Apr 2024)
  • Russell Gilchrist Mackintosh

    IRN RGM00027

    • CF21 Investment Adviser (14 Jan 2005 to 3 Nov 2005)
  • Ryan Geoffrey Kidd

    IRN RXK06117

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 10 Dec 2019)
    • [FCA CF] Client dealing (since 10 Dec 2019)
Show more

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Show more

Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.