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.

  • Gary Dunn

    IRN GXD00029

    • CF30 Customer (1 Nov 2007 to 29 Mar 2019)
    • CF21 Investment Adviser (14 Jan 2005 to 31 Oct 2007)
  • Gary Elliot

    IRN GXE01092

    • CF30 Customer (9 Mar 2011 to 12 May 2015)
  • Gary Hughes

    IRN GXH00140

    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 2 Apr 2002)
  • Gary Michael Leftley

    IRN GML00008

    • CF30 Customer (1 Nov 2007 to 14 Mar 2011)
    • CF21 Investment Adviser (8 Jun 2007 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (13 Nov 2006 to 8 Jun 2007)
  • Gary Timothy Fox

    IRN GTF00002

    • CF30 Customer (18 Jan 2008 to 4 Apr 2011)
  • Gary Waters

    IRN GXW00081

    • CF22 Investment Adviser (Trainee) (14 Jan 2005 to 20 Jan 2005)
  • Gary Wright

    IRN GXW00093

    • CF30 Customer (1 Nov 2007 to 7 Apr 2015)
    • CF21 Investment Adviser (14 Jan 2005 to 31 Oct 2007)
  • Gaurav Gupta

    IRN GXG01620

    • CF30 Customer (7 Oct 2015 to 7 Sep 2018)
  • Gavin John Adamthwaite

    IRN GJA00005

    • [FCA CF] Manager of certification employee (5 Jan 2022 to 15 Aug 2024)
    • CF30 Customer (15 Aug 2008 to 1 Jul 2019)
  • Gavin John Russell Horrocks

    IRN GXH07260

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 2 Mar 2026)
    • [FCA CF] Client dealing (9 Dec 2019 to 2 Mar 2026)
    • CF30 Customer (26 Oct 2018 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.