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.

  • Ian Philip Massey

    IRN IPM01030

    • CF30 Customer (16 Nov 2007 to 26 Sep 2014)
  • Ian Radford Fleming

    IRN IRF01017

    • CF30 Customer (1 Nov 2007 to 23 Apr 2014)
    • CF21 Investment Adviser (20 Dec 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (28 Feb 2006 to 20 Dec 2006)
  • Ian Richard Gold

    IRN IRG00001

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 25 Oct 2024)
    • [FCA CF] Client dealing (9 Dec 2019 to 25 Oct 2024)
    • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
    • CF21 Investment Adviser (14 Jan 2005 to 31 Oct 2007)
  • Ian Stuart Taylor

    IRN IST00004

    • [FCA CF] Client dealing (9 Dec 2019 to 4 Mar 2022)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 4 Mar 2022)
    • CF30 Customer (1 Sep 2017 to 8 Dec 2019)
  • Ilke Humphries

    IRN IXK01148

    • CF30 Customer (8 Dec 2016 to 14 Jun 2018)
  • Indermit Kaur Singh

    IRN IKS00010

    • CF30 Customer (14 Jul 2009 to 23 Aug 2012)
  • Irene Atherton

    IRN IXA00011

    • CF21 Investment Adviser (7 Sep 2005 to 16 Feb 2007)
    • CF22 Investment Adviser (Trainee) (24 Oct 2003 to 7 Sep 2005)
  • Ismail Birant

    IRN IMB34469

    • [FCA CF] Client dealing (6 Oct 2023 to 4 Feb 2025)
    • [FCA CF] Functions requiring qualifications (6 Oct 2023 to 4 Feb 2025)
  • Jack Antony Stacey

    IRN JAS00074

    • CF21 Investment Adviser (24 Nov 2003 to 24 Nov 2005)
    • CF22 Investment Adviser (Trainee) (6 Jun 2003 to 24 Nov 2003)
  • Jack Darwin

    IRN JXD00473

    • [FCA CF] Client dealing (17 Aug 2022 to 29 Apr 2024)
    • [FCA CF] Functions requiring qualifications (17 Aug 2022 to 29 Apr 2024)
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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.