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.

  • Gavin Trevor Tansey

    IRN GXT00011

    • CF21 Investment Adviser (1 Dec 2001 to 1 Apr 2005)
  • Gayle Collett

    IRN GXC00595

    • [FCA CF] Significant management (since 9 Dec 2024)
  • Gemma Darcy

    IRN GLD01024

    • CF30 Customer (26 Aug 2016 to 6 Apr 2018)
  • Gemma Jordan

    IRN GXJ01216

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 23 Jul 2021)
    • [FCA CF] Client dealing (9 Dec 2019 to 23 Jul 2021)
    • CF30 Customer (22 Jul 2014 to 8 Dec 2019)
  • Gemma Sarah Evangelou

    IRN GSC01087

    • CF30 Customer (9 Jul 2012 to 2 Sep 2015)
  • Gemma Stone

    IRN GXL01657

    • [FCA CF] Functions requiring qualifications (4 Nov 2024 to 4 Jun 2025)
    • [FCA CF] Client dealing (9 Dec 2019 to 26 Sep 2022)
    • CF30 Customer (7 Sep 2016 to 8 Dec 2019)
  • Genevieve Marianna Rose Kangurs

    IRN GXK00021

    • SMF18 Other Overall Responsibility (11 Dec 2020 to 31 Dec 2022)
  • Geoffrey James Coventry

    IRN GXC00084

    • CF30 Customer (1 Nov 2007 to 7 Apr 2008)
    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 31 Oct 2007)
  • Geoffrey John William Miller

    IRN GJM00089

    • CF30 Customer (22 May 2009 to 10 Jan 2013)
  • Geoffrey Lett

    IRN GXL00046

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 9 Jan 2023)
    • [FCA CF] Client dealing (9 Dec 2019 to 9 Jan 2023)
    • CF30 Customer (22 May 2014 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.