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.

  • Timothy Francis Pindar

    IRN TFP00002

    • (524)CF1 Director (25 Sep 2009 to 31 Dec 2010)
  • Timothy Helliwell

    IRN TXH01300

    • (378)4. Giving personal recommendations on retail investment products which are not broker funds
    • (377)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (380)[FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • (379)[FCA CF] Client dealing (since 9 Dec 2019)
    • (1098)CF30 Customer (14 Apr 2016 to 8 Dec 2019)
  • Timothy James Elson

    IRN TJE01042

    • (1995)CF30 Customer (7 Nov 2016 to 12 Oct 2018)
  • Timothy James Robinson

    IRN TJR01138

    • (1867)[FCA CF] Client dealing (9 Dec 2019 to 18 Jun 2023)
    • (1868)[FCA CF] Functions requiring qualifications (9 Dec 2019 to 18 Jun 2023)
    • (1866)CF30 Customer (5 Jul 2018 to 8 Dec 2019)
  • Timothy John Pullin Forster

    IRN TJF00010

    • (1541)CF30 Customer (1 Nov 2007 to 16 Jul 2009)
    • (1543)CF21 Investment Adviser (11 Oct 2005 to 31 Oct 2007)
    • (1542)CF22 Investment Adviser (Trainee) (14 Jan 2005 to 11 Oct 2005)
  • Timothy Ross Browning

    IRN TRB00012

    • (1244)[FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Jan 2023)
    • (1243)[FCA CF] Client dealing (9 Dec 2019 to 31 Jan 2023)
    • (1242)CF30 Customer (4 May 2012 to 8 Dec 2019)
  • Tina Jackson-Baldwin

    IRN TXJ00007

    • (506)CF21 Investment Adviser (20 Jan 2003 to 23 Mar 2005)
    • (505)CF22 Investment Adviser (Trainee) (1 Dec 2001 to 20 Jan 2003)
  • Toni Goodwin

    IRN TLF00002

    • (1340)CF30 Customer (4 Mar 2013 to 12 Jan 2018)
  • Tony Paul Sharp

    IRN TPS00007

    • (1623)CF30 Customer (26 Feb 2015 to 30 May 2017)
  • Tracey Ann Warring

    IRN TAW00014

    • (1304)CF30 Customer (9 Dec 2011 to 31 May 2016)
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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.

  1. trading name added: Medical Sickness

  2. trading name added: BMA Services

  3. trading name added: Wesleyan for Lawyers

  4. trading name added: Professional Affinity Group Services Limited

  5. trading name added: B.M.A. Services Limited

  6. trading name added: Wesleyan Medical Sickness

  7. trading name added: Wesleyan Insurance Services

  8. trading name added: Wesleyan for Teachers

  9. trading name added: Wesleyan for Professionals

  10. permission removed: CBTL Effective Date

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