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.

  • Manjinder Singh Gill

    IRN MSG01066

    • [FCA CF] Client dealing (9 Dec 2019 to 30 Jan 2020)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 30 Jan 2020)
    • CF30 Customer (5 Mar 2019 to 8 Dec 2019)
  • Manjit Kaur Chopra

    IRN MKS01043

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 16 Feb 2026)
    • [FCA CF] Client dealing (since 16 Feb 2026)
  • Mansi Ravindra Desai

    IRN MXD16471

    • [FCA CF] Client dealing (9 Dec 2019 to 14 Jan 2022)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 14 Jan 2022)
    • CF30 Customer (26 Sep 2019 to 8 Dec 2019)
  • Marc Julian Mills

    IRN MXM00125

    • CF30 Customer (1 Nov 2007 to 7 Apr 2008)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
  • Marcus Jonathon Bull

    IRN MJB00148

    • CF30 Customer (1 Nov 2007 to 17 Nov 2016)
    • CF21 Investment Adviser (14 Jan 2005 to 31 Oct 2007)
  • Maria Joanna Sobczak

    IRN MXS08603

    • 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 (22 Nov 2018 to 8 Dec 2019)
  • Maria Romina Zecca

    IRN MRZ01003

    • CF30 Customer (11 May 2011 to 2 Oct 2012)
  • Marina Cimerman

    IRN MXC02138

    • [FCA CF] Client dealing (9 Dec 2019 to 9 Aug 2024)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 9 Aug 2024)
    • CF30 Customer (12 Oct 2015 to 8 Dec 2019)
  • Mario Emanuele Mazzocchi

    IRN MEM01124

    • Responsibility for MCD Intermediation (since 1 Jan 2026)
    • Responsible for Insurance Distribution (since 1 Jan 2026)
    • SMF1 Chief Executive (since 1 Jan 2026)
    • SMF7 Group Entity Senior Manager (6 Mar 2020 to 1 Jan 2026)
  • Mario Joseph Niro

    IRN MJN00020

    • CF21 Investment Adviser (14 Jan 2005 to 13 Aug 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.

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