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.

  • Sara Louise Thomas

    IRN SLT01044

    • CF30 Customer (1 Nov 2007 to 4 Dec 2009)
    • CF22 Investment Adviser (Trainee) (18 Jul 2007 to 31 Oct 2007)
  • Sara St Rose

    IRN SLS01092

    • CF30 Customer (13 Nov 2008 to 5 Apr 2019)
  • Sarah Dawn Morgan

    IRN SDD01049

    • [FCA CF] Manager of certification employee (17 Sep 2021 to 1 Dec 2021)
    • CF30 Customer (26 Feb 2009 to 6 Feb 2015)
  • Sarah Gail West

    IRN SGW00001

    • [FCA CF] Client dealing (9 Dec 2019 to 30 Jun 2025)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 30 Jun 2025)
    • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
    • CF21 Investment Adviser (1 Dec 2004 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (24 Nov 2003 to 1 Dec 2004)
  • Sarah Graham

    IRN SJP01322

    • CF30 Customer (30 Dec 2009 to 11 May 2016)
  • Sarah Hutchinson

    IRN SXP00532

    • 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 23 Jun 2025)
    • [FCA CF] Client dealing (since 23 Jun 2025)
  • Sarah Janine Lyons

    IRN SJH00135

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Client dealing (since 2 Sep 2022)
    • [FCA CF] Functions requiring qualifications (since 2 Sep 2022)
    • [FCA CF] Client dealing (9 Dec 2019 to 15 Mar 2022)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 15 Mar 2022)
    • CF30 Customer (30 Jan 2017 to 8 Dec 2019)
  • Sarah Louise Reddaway

    IRN SLS01074

    • [FCA CF] Client dealing (9 Dec 2019 to 31 Aug 2025)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Aug 2025)
    • CF30 Customer (13 Mar 2015 to 8 Dec 2019)
  • Sarah Lynn Bryce

    IRN SLW01090

    • 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 (2 Oct 2008 to 8 Dec 2019)
  • Satnam Singh Sangha

    IRN SSS00032

    • CF21 Investment Adviser (26 Jul 2005 to 29 Jul 2005)
    • CF22 Investment Adviser (Trainee) (19 May 2003 to 26 Jul 2005)
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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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