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.

  • Aimee Jeavons

    IRN AXJ00433

    • [FCA CF] Functions requiring qualifications (24 May 2023 to 20 May 2024)
    • [FCA CF] Client dealing (24 May 2023 to 20 May 2024)
  • Alan Ball

    IRN AXB02039

    • CF30 Customer (1 Nov 2007 to 6 Feb 2015)
    • CF22 Investment Adviser (Trainee) (19 Feb 2007 to 31 Oct 2007)
  • Alan Currie

    IRN AXC01484

    • CF30 Customer (13 Jan 2010 to 31 Aug 2012)
  • Alan David Savery

    IRN DAS00026

    • CF21 Investment Adviser (14 Jan 2005 to 4 Feb 2005)
  • Alan George Archer

    IRN AGA00004

    • CF22 Investment Adviser (Trainee) (21 Nov 2002 to 21 Nov 2002)
    • CF21 Investment Adviser (21 Nov 2002 to 20 Feb 2004)
  • Alan Gibson

    IRN AXG00172

    • CF30 Customer (1 Nov 2007 to 15 Feb 2013)
    • CF21 Investment Adviser (14 Jan 2005 to 31 Oct 2007)
  • Alan Hugh Fraser

    IRN AXF00025

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 15 Apr 2021)
    • [FCA CF] Client dealing (9 Dec 2019 to 15 Apr 2021)
    • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
    • CF21 Investment Adviser (14 Jan 2005 to 31 Oct 2007)
  • Alan Mark Jones

    IRN AMJ00020

    • Responsibility for MCD Intermediation (21 Mar 2016 to 7 Apr 2018)
    • CF1 Director (1 Aug 2014 to 7 Apr 2018)
  • Alan Shaun Robinson

    IRN ASR00002

    • CF30 Customer (19 Jun 2012 to 5 Mar 2015)
  • Alex Burgess

    IRN AXB02453

    • CF30 Customer (11 Oct 2010 to 14 Mar 2011)
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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.