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.

  • Craig William Errington

    IRN CWE01005

    • Responsible for Insurance Distribution (1 Oct 2018 to 1 Aug 2019)
    • Responsible for Insurance Mediation (19 Nov 2012 to 30 Sep 2018)
    • CF2 Non Executive Director (18 Aug 2011 to 18 Nov 2012)
    • CF3 Chief Executive (9 May 2005 to 18 Aug 2011)
    • CF8 Apportionment and Oversight (15 Apr 2003 to 31 Mar 2009)
    • CF1 Director (15 Apr 2003 to 18 Aug 2011)
  • Damon Richard Ward

    IRN DRW00032

    • [FCA CF] Client dealing (9 Dec 2019 to 21 May 2021)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 21 May 2021)
    • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
    • CF21 Investment Adviser (29 Jun 2004 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (24 Nov 2003 to 29 Jun 2004)
  • Daniel Aitchison Motherwell

    IRN DAM00006

    • CF22 Investment Adviser (Trainee) (26 Jan 2006 to 10 Nov 2006)
  • Daniel Anthony Scott Holmes

    IRN DXH00203

    • CF30 Customer (23 Oct 2008 to 2 Dec 2015)
  • Daniel Atkins

    IRN DXA10664

    • 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 12 Jun 2023)
    • [FCA CF] Functions requiring qualifications (since 12 Jun 2023)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 12 Apr 2023)
    • [FCA CF] Client dealing (9 Dec 2019 to 12 Apr 2023)
    • CF30 Customer (25 Jan 2019 to 8 Dec 2019)
  • Daniel Christian Webb

    IRN DCW01086

    • CF30 Customer (16 Nov 2010 to 17 Jan 2011)
  • Daniel Francis Cullen

    IRN DFC00020

    • 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 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • CF30 Customer (25 Nov 2008 to 8 Dec 2019)
  • Daniel John Massey

    IRN DJM01562

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • CF30 Customer (8 Nov 2018 to 8 Dec 2019)
  • Daniel Malcolm Nixon

    IRN DXN00135

    • 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 18 Apr 2024)
    • [FCA CF] Client dealing (since 18 Apr 2024)
  • Daniel Mark Westhead

    IRN DMW01128

    • CF30 Customer (30 Sep 2011 to 8 Dec 2017)
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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.