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.

  • John Terence Silsby

    IRN JTS00005

    • CF21 Investment Adviser (1 Dec 2001 to 29 Mar 2005)
  • John Vernon Sharp

    IRN JVS00004

    • CF21 Investment Adviser (28 Jul 2005 to 16 Feb 2007)
    • CF22 Investment Adviser (Trainee) (14 Jan 2005 to 28 Jul 2005)
  • John William Douglas

    IRN JWD01064

    • CF30 Customer (24 Nov 2010 to 1 Nov 2013)
  • John William Price

    IRN JXP00046

    • CF21 Investment Adviser (14 Jan 2005 to 12 May 2005)
  • Johnathan Aaron Forster

    IRN JAF01216

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 12 Feb 2021)
    • [FCA CF] Client dealing (9 Dec 2019 to 12 Feb 2021)
    • CF30 Customer (9 Aug 2018 to 8 Dec 2019)
  • Jon Paul Dunckley

    IRN JPD00025

    • CF30 Customer (1 Nov 2007 to 1 Oct 2008)
    • CF22 Investment Adviser (Trainee) (1 Aug 2007 to 31 Oct 2007)
    • CF24 Pension Transfer Specialist (5 Dec 2005 to 31 Oct 2007)
  • Jonathan Alexander Partridge

    IRN JAP01121

    • CF21 Investment Adviser (14 Jan 2005 to 29 Jul 2005)
  • Jonathan Charles Parker

    IRN JCP00023

    • CF30 Customer (1 Nov 2007 to 31 Oct 2012)
    • CF21 Investment Adviser (11 Jul 2005 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (5 Jun 2003 to 11 Jul 2005)
  • Jonathan David Williams

    IRN JXW20666

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Client dealing (since 12 Jan 2026)
    • [FCA CF] Functions requiring qualifications (since 12 Jan 2026)
  • Jonathan Field

    IRN JXF13575

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • CF30 Customer (11 Apr 2019 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.