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.

  • Scott Clayson

    IRN SXC00031

    • CF30 Customer (1 Nov 2007 to 27 Apr 2009)
    • CF21 Investment Adviser (31 Mar 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (22 Nov 2005 to 31 Mar 2006)
  • Scott Randall

    IRN SXR78876

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Client dealing (since 10 Nov 2025)
    • [FCA CF] Functions requiring qualifications (since 10 Nov 2025)
    • [FCA CF] Client dealing (10 Mar 2023 to 10 Oct 2025)
    • [FCA CF] Functions requiring qualifications (10 Mar 2023 to 10 Oct 2025)
  • Scott Wilson

    IRN SXW00937

    • 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 9 Oct 2024)
    • [FCA CF] Client dealing (since 9 Oct 2024)
  • Sean Gerard O'Dufaigh

    IRN SGO00006

    • CF30 Customer (1 Nov 2007 to 30 Apr 2009)
    • CF21 Investment Adviser (26 Jul 2005 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (23 Aug 2004 to 26 Jul 2005)
  • Sean McGrath

    IRN SXM02085

    • CF30 Customer (20 Jul 2017 to 2 May 2018)
  • Selena Jane Pritchard

    IRN SJP01285

    • [FCA CF] Significant management (since 9 Dec 2019)
    • CF28 Systems and controls (1 Nov 2007 to 9 Nov 2009)
    • CF11 Money Laundering Reporting (6 Feb 2007 to 9 Nov 2009)
    • CF10 Compliance Oversight (6 Feb 2007 to 23 Jun 2015)
    • CF15 Internal Audit (6 Feb 2007 to 31 Oct 2007)
    • CF14 Risk Assessment (6 Feb 2007 to 31 Oct 2007)
  • Shadmaan Kayani

    IRN SXK00080

    • CF22 Investment Adviser (Trainee) (5 Apr 2007 to 7 Sep 2007)
  • Shamoun Chaudhry

    IRN SXC01793

    • CF30 Customer (4 Mar 2013 to 11 Apr 2014)
  • Shanaka Viranjan Cristofoli

    IRN SVC01008

    • CF30 Customer (27 Jan 2012 to 16 Apr 2018)
  • Shannon Stewart

    IRN SXS44562

    • [FCA CF] Client dealing (5 Dec 2022 to 3 Jun 2025)
    • [FCA CF] Functions requiring qualifications (5 Dec 2022 to 3 Jun 2025)
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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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