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.

  • Daniel Patrick Ryan

    IRN DPR01097

    • [FCA CF] Functions requiring qualifications (13 Dec 2023 to 19 Sep 2025)
    • [FCA CF] Client dealing (13 Dec 2023 to 19 Sep 2025)
  • Daniel Richard Else

    IRN DRE00010

    • CF30 Customer (1 Nov 2007 to 23 May 2008)
    • CF21 Investment Adviser (10 May 2005 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (29 Jul 2004 to 10 May 2005)
  • Daniel Robinson

    IRN DXR00065

    • 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 Oct 2023)
    • [FCA CF] Functions requiring qualifications (since 13 Oct 2023)
  • Daniela Attenborough

    IRN DXA01827

    • [FCA CF] Functions requiring qualifications (26 Sep 2023 to 5 Jun 2024)
    • [FCA CF] Client dealing (9 Dec 2019 to 13 Jan 2020)
    • CF30 Customer (12 Jun 2017 to 8 Dec 2019)
  • Darren Christopher Mills

    IRN DCM01112

    • 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 (6 Jun 2016 to 8 Dec 2019)
  • Darren Gordon Wilkie

    IRN DGW00002

    • CF30 Customer (7 Jul 2009 to 5 Mar 2010)
  • Darren James Curry

    IRN DJC00142

    • CF21 Investment Adviser (10 Oct 2006 to 23 Mar 2007)
    • CF22 Investment Adviser (Trainee) (26 Jan 2006 to 10 Oct 2006)
  • Darren Murrell

    IRN DXM00111

    • [FCA CF] Client dealing (18 Jun 2021 to 8 Apr 2024)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 19 Apr 2021)
    • CF30 Customer (5 Mar 2015 to 8 Dec 2019)
  • Darren Peter Fox

    IRN DXF14580

    • SMF18 Other Overall Responsibility (since 9 Dec 2019)
    • CF29 Significant management (21 May 2019 to 8 Dec 2019)
  • Darren Smith

    IRN DXS01878

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 11 Jun 2021)
    • [FCA CF] Client dealing (9 Dec 2019 to 11 Jun 2021)
    • CF30 Customer (22 Nov 2016 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.