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.

  • Ciro Ciampi

    IRN CXC00114

    • CF21 Investment Adviser (10 May 2005 to 26 Oct 2006)
    • CF22 Investment Adviser (Trainee) (14 Jan 2005 to 10 May 2005)
  • Claire Alibe Parsons

    IRN CXP00106

    • [FCA CF] Functions requiring qualifications (21 Mar 2023 to 5 Jan 2026)
    • [FCA CF] Client dealing (21 Mar 2023 to 5 Jan 2026)
  • Claire Evans

    IRN CXE11680

    • [FCA CF] Client dealing (9 Dec 2019 to 16 Mar 2020)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 20 Jan 2022)
    • CF30 Customer (22 Feb 2019 to 8 Dec 2019)
  • Claire Louise Gould

    IRN CLK01024

    • CF30 Customer (24 Oct 2011 to 10 Dec 2018)
  • Claire Oldstein

    IRN CXO07952

    • SMF18 Other Overall Responsibility (20 Feb 2022 to 30 Sep 2024)
  • Claire Rebecca Flowers

    IRN CRP00019

    • CF30 Customer (15 Nov 2012 to 5 Apr 2013)
  • Clare Batchelor

    IRN CXB00817

    • SMF18 Other Overall Responsibility (since 13 Jun 2024)
    • [FCA CF] Manager of certification employee (19 Jun 2023 to 13 Jun 2024)
  • Clare Dobson

    IRN CXM01547

    • [FCA CF] Client dealing (16 Mar 2020 to 22 Oct 2021)
    • [FCA CF] Functions requiring qualifications (16 Mar 2020 to 22 Oct 2021)
  • Clare Elizabeth Finch

    IRN CXF01138

    • CF30 Customer (18 Feb 2009 to 9 Aug 2019)
  • Clare Louise Gotsell

    IRN CLP01063

    • CF30 Customer (10 Jun 2008 to 21 Dec 2010)
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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.