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.

  • Sjaene Higgins

    IRN SXH00282

    • [FCA CF] Manager of certification employee (5 May 2020 to 23 Mar 2023)
  • Skecia Simone Petrie

    IRN SSP00011

    • CF21 Investment Adviser (26 Jul 2004 to 19 Jul 2005)
    • CF22 Investment Adviser (Trainee) (19 Nov 2003 to 26 Jul 2004)
  • Sophia Raidhan

    IRN SXN01222

    • [FCA CF] Functions requiring qualifications (28 Sep 2021 to 2 Jul 2024)
    • [FCA CF] Client dealing (28 Sep 2021 to 2 Jul 2024)
    • CF30 Customer (27 Feb 2012 to 8 Dec 2019)
  • Spenser Miles Lees

    IRN SML01115

    • CF30 Customer (2 Oct 2008 to 13 May 2016)
  • Stephanie Lisa Walton

    IRN SLW01102

    • CF30 Customer (16 Oct 2008 to 2 Jun 2015)
  • Stephen Alan Grant

    IRN SAG01090

    • CF30 Customer (9 Sep 2008 to 30 Oct 2009)
  • Stephen Anthony Gomez

    IRN SXG00098

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Manager of certification employee (since 12 Jul 2024)
    • [FCA CF] Functions requiring qualifications (since 14 Mar 2023)
    • [FCA CF] Functions requiring qualifications (22 Jan 2021 to 17 Nov 2022)
  • Stephen Arthur Guichard

    IRN SAG00007

    • CF21 Investment Adviser (1 Dec 2001 to 23 Aug 2005)
  • Stephen Arthur Lake

    IRN SAL00035

    • CF22 Investment Adviser (Trainee) (19 May 2003 to 4 Oct 2003)
  • Stephen Campbell Price

    IRN SCP00004

    • CF21 Investment Adviser (1 Dec 2001 to 30 Apr 2004)
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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.