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.

  • Jason Dean Challis

    IRN JDC01175

    • CF30 Customer (5 Jun 2008 to 30 Apr 2009)
  • Jason Dunford

    IRN JAD01224

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Client dealing (since 4 Oct 2024)
    • [FCA CF] Functions requiring qualifications (since 4 Oct 2024)
  • Jason Roy Powell

    IRN JRP00026

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • CF30 Customer (19 Feb 2013 to 8 Dec 2019)
  • Jaspal Binag

    IRN JXB00263

    • CF22 Investment Adviser (Trainee) (30 Nov 2005 to 9 Dec 2005)
  • Jaspal Singh Bahra

    IRN JSB01187

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Client dealing (since 4 Jul 2024)
    • [FCA CF] Functions requiring qualifications (since 4 Jul 2024)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 2 May 2024)
    • [FCA CF] Client dealing (9 Dec 2019 to 2 May 2024)
    • CF30 Customer (19 Jun 2019 to 8 Dec 2019)
  • Jatinder Gill

    IRN JSG01098

    • CF30 Customer (26 Aug 2008 to 22 May 2012)
  • Jay Jeffrey

    IRN JXJ01593

    • [FCA CF] Functions requiring qualifications (22 Feb 2023 to 27 Oct 2024)
    • [FCA CF] Client dealing (22 Feb 2023 to 27 Oct 2024)
  • Jayesh Pandya

    IRN JXP00154

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 30 Jun 2021)
    • [FCA CF] Client dealing (9 Dec 2019 to 30 Jun 2021)
    • CF30 Customer (3 Mar 2016 to 8 Dec 2019)
  • Jayne Elizabeth Smallman

    IRN JES01116

    • [FCA CF] Client dealing (9 Dec 2019 to 3 Jun 2020)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 3 Jun 2020)
    • CF30 Customer (26 Jul 2019 to 8 Dec 2019)
  • Jeffrey Frederick Lange

    IRN JFL01065

    • CF30 Customer (23 Mar 2016 to 4 Aug 2017)
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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.

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