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.

  • Clare Louise McCall

    IRN LCD01022

    • CF21 Investment Adviser (9 Mar 2004 to 21 Feb 2005)
    • CF22 Investment Adviser (Trainee) (30 Jul 2003 to 9 Mar 2004)
  • Clelland Walker

    IRN CXW00077

    • CF30 Customer (1 Nov 2007 to 2 May 2018)
    • CF21 Investment Adviser (14 Jan 2005 to 31 Oct 2007)
  • Clive Bridge

    IRN CXB01866

    • CF1 Director (24 Sep 2010 to 31 Dec 2010)
    • CF8 Apportionment and Oversight (17 Mar 2009 to 31 Mar 2009)
  • Clive Tomkinson

    IRN CXT01337

    • CF30 Customer (5 Feb 2008 to 11 Jan 2010)
  • Colin Andrew Scott

    IRN CAS00042

    • CF21 Investment Adviser (1 Dec 2001 to 9 Jul 2004)
  • Colin David Target

    IRN CDT00012

    • CF21 Investment Adviser (1 Dec 2001 to 21 Jan 2005)
  • Colin John Keast

    IRN CJK00011

    • CF21 Investment Adviser (13 Oct 2004 to 14 Jan 2005)
    • CF22 Investment Adviser (Trainee) (30 May 2003 to 13 Oct 2004)
  • Colin John Stuart

    IRN CJS00077

    • CF30 Customer (1 Nov 2007 to 28 Jan 2015)
    • CF21 Investment Adviser (11 Jul 2005 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (16 Jan 2003 to 11 Jul 2005)
  • Colin Kee

    IRN CXK01408

    • CF30 Customer (28 Jan 2019 to 4 Oct 2019)
  • Colin Matthew Kneale

    IRN CXK00243

    • [FCA CF] Functions requiring qualifications (10 Oct 2023 to 7 Nov 2023)
    • [FCA CF] Client dealing (10 Oct 2023 to 7 Nov 2023)
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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.