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.

  • Iain Wilson Fleming

    IRN IWF00001

    • CF30 Customer (1 Nov 2007 to 16 Oct 2009)
    • CF21 Investment Adviser (14 Jan 2005 to 31 Oct 2007)
  • Ian Anthony Duffy

    IRN IAD01017

    • CF30 Customer (1 Nov 2007 to 2 Jan 2009)
    • CF22 Investment Adviser (Trainee) (4 Jul 2007 to 31 Oct 2007)
  • Ian Arthur Brooks

    IRN IAB01075

    • [FCA CF] Client dealing (9 Dec 2019 to 13 Jan 2020)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 13 Jan 2020)
    • CF30 Customer (8 Jul 2019 to 8 Dec 2019)
  • Ian Beeston

    IRN IXB00021

    • CF30 Customer (1 Nov 2007 to 31 Dec 2012)
    • CF21 Investment Adviser (14 Jan 2005 to 31 Oct 2007)
  • Ian Christopher Hall

    IRN ICH01032

    • CF8 Apportionment and Oversight (23 Aug 2007 to 31 Mar 2009)
  • Ian Christopher Ruddock

    IRN ICR01019

    • CF30 Customer (16 Jan 2009 to 25 Sep 2009)
  • Ian Christopher Taunt

    IRN ICT01015

    • CF30 Customer (1 Nov 2007 to 1 Sep 2009)
    • CF24 Pension Transfer Specialist (3 Aug 2007 to 31 Oct 2007)
  • Ian David Gladman

    IRN IDG01015

    • SMF13 Chair of the Nominations Committee (since 31 Mar 2026)
  • Ian David Meredith

    IRN IDM01061

    • CF30 Customer (1 Nov 2007 to 18 Jul 2008)
    • CF21 Investment Adviser (22 Dec 2005 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (9 Aug 2005 to 22 Dec 2005)
  • Ian Edward Grant

    IRN IEG00001

    • CF21 Investment Adviser (1 Dec 2001 to 30 Nov 2004)
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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.