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.

  • Harjinder Singh Johal

    IRN HSJ00005

    • CF30 Customer (14 May 2010 to 16 Jul 2012)
  • Harkaran Singh

    IRN HXS19136

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 22 May 2020)
    • [FCA CF] Client dealing (9 Dec 2019 to 22 May 2020)
    • CF30 Customer (27 Aug 2019 to 8 Dec 2019)
  • Harry Pym

    IRN HXP10395

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 27 Aug 2021)
    • [FCA CF] Client dealing (9 Dec 2019 to 27 Aug 2021)
    • CF30 Customer (16 Jan 2019 to 8 Dec 2019)
  • Hassan Khan

    IRN HXK01600

    • CF30 Customer (23 Jan 2017 to 21 Jun 2017)
  • Hayden Jeffs

    IRN HXJ00006

    • CF21 Investment Adviser (1 Dec 2001 to 2 Sep 2005)
  • Hayley Maria Nicola Warren

    IRN HMW00002

    • CF30 Customer (24 Sep 2015 to 28 Jul 2016)
  • Helen Jane Hamilton

    IRN HJE00002

    • CF21 Investment Adviser (7 Dec 2004 to 28 Jan 2005)
    • CF22 Investment Adviser (Trainee) (1 Mar 2004 to 7 Dec 2004)
  • Helen Maria Papi

    IRN MHP00002

    • CF21 Investment Adviser (1 Dec 2001 to 1 May 2005)
  • Helen Musgrave

    IRN HXM00031

    • CF22 Investment Adviser (Trainee) (30 May 2003 to 2 Apr 2004)
  • Herchaten Singh Dosanjh

    IRN HSD01017

    • CF30 Customer (3 Oct 2018 to 9 Jan 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.