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.

  • Barry Moore

    IRN BXM00098

    • CF30 Customer (11 Jan 2011 to 11 Jul 2014)
  • Barry Steven White

    IRN BSW01015

    • CF30 Customer (1 Nov 2007 to 23 Jun 2015)
    • CF24 Pension Transfer Specialist (18 Dec 2006 to 31 Oct 2007)
  • Beajle Mahendra Makhecha

    IRN BMM01042

    • CF30 Customer (3 Oct 2011 to 12 Dec 2012)
  • Benjamin Thomas Vesey Vickers

    IRN BTV00001

    • CF30 Customer (1 Nov 2007 to 30 Jul 2008)
    • CF21 Investment Adviser (23 May 2007 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (26 Sep 2006 to 23 May 2007)
  • Bernard Fredrick Rust

    IRN BFR00003

    • CF21 Investment Adviser (14 Jan 2005 to 18 Nov 2005)
  • Bernard Snape

    IRN BXS00089

    • CF22 Investment Adviser (Trainee) (25 Nov 2003 to 22 Jan 2004)
  • Bhupinder Singh Bhandal

    IRN BSB01027

    • CF21 Investment Adviser (14 Jan 2005 to 3 Nov 2006)
  • Bina Mistry

    IRN BXM84961

    • 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] Client dealing (since 10 Jan 2024)
    • [FCA CF] Functions requiring qualifications (since 10 Jan 2024)
  • Bradley Adam Cliff

    IRN BAC01117

    • [FCA CF] Client dealing (5 Apr 2023 to 8 Oct 2024)
    • [FCA CF] Functions requiring qualifications (5 Apr 2023 to 8 Oct 2024)
  • Bradley Graham Smith

    IRN BGS01028

    • [FCA CF] Functions requiring qualifications (23 Dec 2019 to 28 Jun 2021)
    • [FCA CF] Client dealing (23 Dec 2019 to 28 Jun 2021)
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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.