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.

  • Christopher Hooper

    IRN CXH01831

    • 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 13 Dec 2024)
    • [FCA CF] Functions requiring qualifications (since 13 Dec 2024)
    • [FCA CF] Client dealing (30 Nov 2023 to 8 Dec 2024)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 28 Sep 2023)
    • CF30 Customer (8 Jan 2014 to 8 Dec 2019)
  • Christopher James Jones

    IRN CJJ00002

    • CF21 Investment Adviser (1 Dec 2001 to 10 May 2002)
  • Christopher James Melling

    IRN CJM01360

    • [FCA CF] Client dealing (13 Jan 2020 to 17 Dec 2020)
    • [FCA CF] Functions requiring qualifications (13 Jan 2020 to 17 Dec 2020)
  • Christopher James Peacock

    IRN CJP01146

    • CF30 Customer (13 Aug 2008 to 31 Aug 2012)
  • Christopher James Wade

    IRN CJW01287

    • CF30 Customer (19 Mar 2012 to 9 Mar 2018)
  • Christopher John Adams

    IRN CJA00024

    • [FCA CF] Client dealing (9 Dec 2019 to 30 Mar 2024)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 30 Mar 2024)
    • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
    • CF21 Investment Adviser (10 May 2005 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (23 Aug 2004 to 10 May 2005)
  • Christopher John Birkbeck

    IRN CJB00063

    • CF22 Investment Adviser (Trainee) (8 Dec 2003 to 13 Dec 2004)
  • Christopher John Milsom

    IRN CJM01343

    • CF30 Customer (1 Nov 2007 to 14 Oct 2008)
    • CF22 Investment Adviser (Trainee) (18 Jul 2007 to 31 Oct 2007)
  • Christopher Kuit

    IRN CNK00001

    • CF21 Investment Adviser (1 Dec 2001 to 19 Aug 2005)
  • Christopher Matthew Brown

    IRN CMB01263

    • CF30 Customer (21 May 2018 to 19 Mar 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.