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.

  • Bruce William Turner

    IRN BWT00002

    • CF30 Customer (6 Feb 2017 to 24 Dec 2018)
  • Bryan Robert Haddock

    IRN BRH00012

    • CF30 Customer (1 Nov 2007 to 5 Jun 2018)
    • CF21 Investment Adviser (14 Jan 2005 to 31 Oct 2007)
  • Bryan Samuel Jackson

    IRN BSJ01026

    • CF2 Non Executive Director (5 May 2007 to 31 Dec 2010)
  • Bryn Michael Trevor

    IRN BMT01015

    • 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 (1 Nov 2007 to 8 Dec 2019)
    • CF21 Investment Adviser (14 Jan 2005 to 31 Oct 2007)
  • CHRISTOPHER PETER DEVEY

    IRN CPD00015

    • CF21 Investment Adviser (28 Jun 2006 to 20 Apr 2007)
    • CF22 Investment Adviser (Trainee) (24 Jan 2006 to 28 Jun 2006)
  • CRAIG ANTONY RIDGE

    IRN CAR01162

    • [FCA CF] Functions requiring qualifications (1 Jul 2020 to 19 Sep 2022)
    • [FCA CF] Client dealing (1 Jul 2020 to 19 Sep 2022)
  • Callum Christoper Healey

    IRN CXH19137

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 17 Feb 2022)
    • [FCA CF] Client dealing (9 Dec 2019 to 17 Feb 2022)
    • CF30 Customer (25 Sep 2019 to 8 Dec 2019)
  • Callum Neil Girvan

    IRN CNG01004

    • CF29 Significant management (1 Nov 2007 to 8 Jan 2010)
    • CF8 Apportionment and Oversight (10 Jun 2005 to 31 Mar 2009)
    • CF16 Significant Mgt (Desgntd Investment Business) (10 Jun 2005 to 31 Oct 2007)
  • Calum MacArthur

    IRN CXM00117

    • CF21 Investment Adviser (1 Dec 2001 to 30 Apr 2004)
  • Carissa Leanne Fieldman

    IRN CLT01057

    • 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] Client dealing (since 3 Jan 2024)
    • [FCA CF] Functions requiring qualifications (since 3 Jan 2024)
    • [FCA CF] Client dealing (9 Dec 2019 to 23 Dec 2022)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 23 Dec 2022)
    • CF30 Customer (15 Jan 2014 to 8 Dec 2019)
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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.