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.

  • Jamie Jones-Green

    IRN JXJ67696

    • [FCA CF] Functions requiring qualifications (5 Oct 2022 to 1 Dec 2023)
    • [FCA CF] Client dealing (5 Oct 2022 to 1 Dec 2023)
  • Jamie McPhillips

    IRN JXM00253

    • [FCA CF] Manager of certification employee (9 Dec 2019 to 5 Apr 2022)
    • CF30 Customer (1 Nov 2007 to 6 Feb 2015)
    • CF21 Investment Adviser (14 Jan 2005 to 31 Oct 2007)
  • Jamie Stuart

    IRN JXS03485

    • CF30 Customer (7 Apr 2017 to 5 Jun 2018)
  • Jane Antoinette Emerson

    IRN JAE00017

    • CF21 Investment Adviser (1 Dec 2001 to 11 Oct 2002)
  • Janet Michelle Roche

    IRN JMR00038

    • [FCA CF] Functions requiring qualifications (15 Aug 2022 to 28 Feb 2023)
    • [FCA CF] Client dealing (15 Aug 2022 to 28 Feb 2023)
    • CF30 Customer (13 Jul 2017 to 8 Dec 2019)
  • Jaskarn Johal

    IRN JXJ00040

    • CF22 Investment Adviser (Trainee) (10 May 2006 to 24 Aug 2006)
  • Jason Anthony Martin

    IRN JAM00036

    • CF21 Investment Adviser (7 Apr 2004 to 21 May 2004)
    • CF22 Investment Adviser (Trainee) (2 Jun 2003 to 7 Apr 2004)
  • Jason Barry Reeves

    IRN JBR00007

    • CF30 Customer (23 Apr 2018 to 29 Mar 2019)
  • Jason Behan

    IRN JWB00028

    • CF21 Investment Adviser (14 Jan 2005 to 29 Apr 2005)
  • Jason Bepey

    IRN JXB02193

    • [FCA CF] Client dealing (9 Dec 2019 to 9 Sep 2021)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 9 Sep 2021)
    • CF30 Customer (15 Apr 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.