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.

  • Edward Michael Worley

    IRN EMW01015

    • CF2 Non Executive Director (8 Jun 2005 to 4 May 2007)
  • Edward Miller

    IRN EXM01163

    • CF11 Money Laundering Reporting (1 Dec 2001 to 31 Dec 2003)
  • Edward Peter Parker-Thomas

    IRN EPP01013

    • [FCA CF] Manager of certification employee (since 9 Dec 2019)
    • CF30 Customer (28 Aug 2012 to 1 Sep 2018)
  • Edyta Agnieszka Adamska

    IRN EAA01034

    • [FCA CF] Functions requiring qualifications (12 Oct 2021 to 28 Mar 2022)
    • [FCA CF] Client dealing (9 Dec 2019 to 17 May 2021)
    • CF30 Customer (25 Jan 2017 to 8 Dec 2019)
  • Elinore Black

    IRN EXB00020

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • CF30 Customer (6 Apr 2018 to 8 Dec 2019)
  • Elizabeth Goswamy

    IRN EXM01770

    • [FCA CF] Functions requiring qualifications (16 Jun 2021 to 23 May 2022)
    • [FCA CF] Client dealing (16 Jun 2021 to 23 May 2022)
    • CF30 Customer (11 Jun 2015 to 8 Dec 2019)
  • Elizabeth Victoria Jane Albinson

    IRN EVA00006

    • CF30 Customer (11 Nov 2011 to 30 Aug 2013)
  • Elliott Daniel Cone

    IRN EDC01019

    • CF30 Customer (13 Oct 2008 to 29 Jul 2011)
  • Eloise Downes

    IRN EXD00038

    • [FCA CF] Functions requiring qualifications (19 Oct 2020 to 21 Oct 2022)
  • Elspeth Mary Wallace

    IRN EMW01030

    • CF30 Customer (28 Oct 2010 to 28 Feb 2014)
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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.