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.

  • Brenda Mary Baig

    IRN BXT00027

    • [FCA CF] Manager of certification employee (since 15 Jul 2025)
    • [FCA CF] Client dealing (16 Mar 2022 to 29 Jul 2025)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 3 Jan 2022)
    • CF30 Customer (24 Jan 2014 to 8 Dec 2019)
  • Brian Alfred Smith

    IRN BAS00024

    • 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] Functions requiring qualifications (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • CF30 Customer (20 Mar 2009 to 8 Dec 2019)
  • Brian Duncan Kirkwood

    IRN BDK00003

    • CF30 Customer (18 Mar 2009 to 30 Apr 2019)
  • Brian John McCarthy

    IRN BJM00011

    • CF21 Investment Adviser (1 Dec 2001 to 6 Aug 2002)
  • Brian Martin Hegarty

    IRN BMH01046

    • CF30 Customer (11 Nov 2008 to 13 Jun 2016)
  • Brian Raymond Pearson

    IRN BRP00002

    • [FCA CF] Client dealing (9 Dec 2019 to 1 Apr 2020)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 1 Apr 2020)
    • CF30 Customer (27 May 2011 to 20 Mar 2015)
    • CF21 Investment Adviser (14 Jan 2005 to 15 Sep 2006)
  • Brian Timothy Gow

    IRN BTG00004

    • CF21 Investment Adviser (6 Feb 2007 to 25 Jun 2007)
    • CF22 Investment Adviser (Trainee) (23 Nov 2005 to 6 Feb 2007)
  • Brian William Davies

    IRN BWD00006

    • CF30 Customer (1 Nov 2007 to 5 Jan 2015)
    • CF21 Investment Adviser (27 Sep 2004 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (14 Jan 2004 to 27 Sep 2004)
  • Brijesh Patel

    IRN BXP01333

    • CF30 Customer (19 Mar 2012 to 10 Sep 2018)
  • Bruce Antony Rowland-Smith

    IRN BAR00015

    • CF30 Customer (1 Nov 2007 to 14 Apr 2008)
    • CF21 Investment Adviser (14 Jan 2005 to 31 Oct 2007)
Show more

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Show more

Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.