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.

  • Fiona Anderson Breingan

    IRN FAB00007

    • 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 (20 Mar 2012 to 8 Dec 2019)
  • Fiona Mary Reid Green

    IRN FMT00001

    • CF30 Customer (1 Nov 2007 to 30 Dec 2016)
    • CF21 Investment Adviser (14 Jan 2005 to 31 Oct 2007)
  • Fiona McCorry

    IRN FXM00185

    • [FCA CF] Functions requiring qualifications (13 May 2022 to 30 Sep 2023)
  • Folasade Ayodeji

    IRN FXA00036

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 8 Dec 2023)
  • Francis Leslie Paul Ireland

    IRN FLI01000

    • CF30 Customer (17 Feb 2009 to 15 Oct 2009)
  • Francis Paul Bowditch

    IRN FPB00003

    • CF30 Customer (1 Nov 2007 to 31 Dec 2015)
    • CF21 Investment Adviser (11 Oct 2005 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (3 Dec 2003 to 11 Oct 2005)
  • Frank James Fraser

    IRN FJF00001

    • CF21 Investment Adviser (1 Dec 2001 to 29 Mar 2004)
  • Frank William Brooks

    IRN FWB01006

    • Responsible for Insurance Mediation (14 Jan 2005 to 5 Jul 2005)
    • CF3 Chief Executive (11 Aug 2003 to 5 Jul 2005)
    • CF8 Apportionment and Oversight (29 Apr 2003 to 5 Jul 2005)
    • CF1 Director (29 Apr 2003 to 5 Jul 2005)
    • CF2 Non Executive Director (28 Oct 2002 to 29 Apr 2003)
  • Frederick Patten

    IRN FXP00019

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 13 Oct 2023)
    • [FCA CF] Client dealing (since 13 Oct 2023)
  • Gareth Anthony Stainsby

    IRN GXS01682

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 4 Nov 2022)
    • [FCA CF] Client dealing (9 Dec 2019 to 4 Nov 2022)
    • CF30 Customer (8 Aug 2019 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.