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.

  • Joseph Swain

    IRN JXS03725

    • [FCA CF] Client dealing (19 Dec 2023 to 25 Jun 2024)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 11 Jul 2022)
    • CF30 Customer (19 Apr 2017 to 8 Dec 2019)
  • Joshua James Gordon Douglass-Grant

    IRN JXD00229

    • 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] Client dealing (since 4 Oct 2024)
    • [FCA CF] Functions requiring qualifications (since 4 Oct 2024)
  • Joshua Lewis

    IRN JXL01850

    • CF30 Customer (7 Oct 2011 to 14 Aug 2012)
  • Joshua Martin

    IRN JXM00451

    • [FCA CF] Functions requiring qualifications (2 Oct 2023 to 10 Nov 2023)
    • [FCA CF] Client dealing (2 Oct 2023 to 10 Nov 2023)
  • Joshua Michael Colmer-Tanner

    IRN JXC92188

    • [FCA CF] Functions requiring qualifications (22 Feb 2022 to 30 Nov 2022)
    • [FCA CF] Client dealing (22 Feb 2022 to 30 Nov 2022)
  • Julia Anne Blakiston

    IRN JAW01273

    • 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 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • CF30 Customer (15 Sep 2011 to 26 Aug 2016)
  • Julia Carlota Teresa Wright

    IRN JCB01240

    • [FCA CF] Client dealing (9 Dec 2019 to 2 Mar 2026)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 2 Mar 2026)
    • CF30 Customer (3 Feb 2016 to 8 Dec 2019)
  • Julia Kathleen Laverty

    IRN JKC00017

    • CF21 Investment Adviser (16 Sep 2003 to 21 Apr 2005)
    • CF22 Investment Adviser (Trainee) (4 Apr 2003 to 16 Sep 2003)
  • Julian Bolton

    IRN JXB00062

    • CF30 Customer (1 Nov 2007 to 6 Oct 2010)
    • CF22 Investment Adviser (Trainee) (24 Jan 2007 to 31 Oct 2007)
  • Julian James Mobsby

    IRN JJM01252

    • CF30 Customer (12 Oct 2015 to 10 May 2016)
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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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