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.

  • Graham Scott Crawford

    IRN GSC01044

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 6 Jul 2022)
    • [FCA CF] Client dealing (since 6 Jul 2022)
    • CF30 Customer (30 Apr 2010 to 31 Oct 2019)
  • Grant Bilton

    IRN GXB02335

    • [FCA CF] Client dealing (9 Dec 2019 to 31 Jul 2022)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Jul 2022)
    • CF30 Customer (10 Mar 2018 to 8 Dec 2019)
  • Grant MacAllister

    IRN GXM02459

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 19 May 2025)
    • [FCA CF] Client dealing (since 19 May 2025)
  • Greg Bowler

    IRN GXB02249

    • [FCA CF] Client dealing (9 Dec 2019 to 1 Jun 2023)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 1 Jun 2023)
    • CF30 Customer (11 May 2016 to 8 Dec 2019)
  • Greg Povey

    IRN GXP01569

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 30 May 2023)
    • [FCA CF] Client dealing (9 Dec 2019 to 30 May 2023)
    • CF30 Customer (17 Dec 2013 to 8 Dec 2019)
  • Gregg Phillip Schofield

    IRN GPS01125

    • SMF18 Other Overall Responsibility (21 Mar 2025 to 1 Sep 2025)
    • CF30 Customer (19 Feb 2014 to 23 Jun 2015)
  • Gregory Boyd Scammell

    IRN GBS00002

    • CF22 Investment Adviser (Trainee) (12 Apr 2006 to 22 May 2006)
  • Gregory John Perrott

    IRN GJP00026

    • [FCA CF] Client dealing (9 Dec 2019 to 31 Dec 2024)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Dec 2024)
    • CF30 Customer (16 Dec 2015 to 8 Dec 2019)
  • Gregory Leigh Hendricks

    IRN GLH01041

    • [FCA CF] Client dealing (9 Dec 2019 to 3 Apr 2025)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 3 Apr 2025)
    • CF30 Customer (11 Nov 2017 to 8 Dec 2019)
  • Gregory Nigel Lancaster

    IRN GNL00003

    • [FCA CF] Client dealing (9 Dec 2019 to 4 Nov 2021)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 4 Nov 2021)
    • CF30 Customer (19 Nov 2019 to 8 Dec 2019)
Show more

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Show more

Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.