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.

  • Ameeta Bhayani

    IRN AXB02130

    • [FCA CF] Client dealing (9 Dec 2019 to 23 Jun 2022)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 23 Jun 2022)
    • CF30 Customer (6 Feb 2017 to 8 Dec 2019)
  • Amnah Zahara Choudhri

    IRN AXC00822

    • [FCA CF] Functions requiring qualifications (12 Jul 2024 to 27 Aug 2024)
    • [FCA CF] Client dealing (12 Jul 2024 to 27 Aug 2024)
  • Amrit Badwal

    IRN AXB02540

    • CF30 Customer (22 Jan 2010 to 16 Nov 2010)
  • Andrea Kathryn Gregory

    IRN AKG01015

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 16 Dec 2025)
    • [FCA CF] Client dealing (since 16 Dec 2025)
    • [FCA CF] Client dealing (9 Dec 2019 to 26 Apr 2021)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 26 Apr 2021)
    • CF30 Customer (19 Feb 2016 to 8 Dec 2019)
  • Andrea Lee-Ann Cloughley

    IRN ALC01063

    • CF30 Customer (27 Aug 2013 to 30 Jun 2017)
  • Andreea Jackson

    IRN AXG02339

    • CF30 Customer (15 Apr 2014 to 9 Jul 2019)
  • Andrew Alan Hill

    IRN AAH01025

    • CF30 Customer (1 Nov 2007 to 19 Nov 2018)
    • CF22 Investment Adviser (Trainee) (25 Oct 2007 to 31 Oct 2007)
  • Andrew Carr

    IRN AXC00111

    • CF21 Investment Adviser (14 Jan 2005 to 10 Oct 2005)
  • Andrew Charles Lawrence

    IRN AXL00175

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 7 Jun 2024)
    • [FCA CF] Client dealing (since 7 Jun 2024)
  • Andrew Clive Smith

    IRN ACS00043

    • CF30 Customer (1 Nov 2007 to 8 Feb 2008)
    • CF21 Investment Adviser (16 Sep 2005 to 31 Oct 2007)
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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.