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.

  • John Barry Ball

    IRN JBB00014

    • CF30 Customer (1 Nov 2007 to 10 Oct 2008)
    • CF21 Investment Adviser (9 Sep 2005 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (26 Apr 2004 to 9 Sep 2005)
  • John Benos

    IRN JXB01808

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 3 Jan 2020)
    • [FCA CF] Client dealing (9 Dec 2019 to 3 Jan 2020)
    • CF30 Customer (23 May 2018 to 8 Dec 2019)
  • John Christopher Winn

    IRN JCW00019

    • CF1 Director (9 Jun 2003 to 11 Jul 2003)
    • CF8 Apportionment and Oversight (1 Dec 2001 to 15 Apr 2003)
    • CF3 Chief Executive (1 Dec 2001 to 15 Apr 2003)
  • John Colin Sayer

    IRN JCS00031

    • CF30 Customer (1 Nov 2007 to 31 Dec 2012)
    • CF21 Investment Adviser (14 Jan 2005 to 31 Oct 2007)
  • John Dale Buchan Watson

    IRN JDW01145

    • CF30 Customer (3 Jul 2009 to 16 Oct 2015)
  • John David Carter

    IRN JDC01117

    • CF30 Customer (27 May 2011 to 29 Mar 2012)
  • John David McKendrick

    IRN JDM00043

    • CF21 Investment Adviser (1 Dec 2001 to 30 Sep 2005)
  • John David Rutter

    IRN JDR01043

    • CF2 Non Executive Director (8 Jun 2005 to 31 Dec 2010)
    • CF8 Apportionment and Oversight (25 Apr 2003 to 30 Apr 2004)
    • CF1 Director (25 Apr 2003 to 30 Apr 2004)
    • CF13 Finance (25 Apr 2003 to 30 Apr 2004)
  • John Denis McCay

    IRN JDM01174

    • CF30 Customer (4 May 2016 to 10 Jan 2017)
  • John Edward George Baker

    IRN JEB01213

    • CF30 Customer (5 Feb 2008 to 9 Aug 2018)
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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.