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.

  • Mario Waschefort

    IRN MXW00173

    • [FCA CF] Functions requiring qualifications (3 Jul 2020 to 1 Jul 2022)
    • [FCA CF] Client dealing (3 Jul 2020 to 1 Jul 2022)
  • Mark Andrew Gordon

    IRN MAG00037

    • CF30 Customer (17 Nov 2009 to 8 Sep 2010)
  • Mark Andrew Terry

    IRN MAT01168

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 15 Jul 2022)
    • [FCA CF] Client dealing (9 Dec 2019 to 15 Jul 2022)
    • CF30 Customer (9 Nov 2019 to 8 Dec 2019)
  • Mark Anthony Deall

    IRN MAD00022

    • CF21 Investment Adviser (14 Jan 2005 to 3 Jun 2005)
  • Mark Anthony Hawksford

    IRN MAH00078

    • [FCA CF] Manager of certification employee (9 Dec 2019 to 1 Nov 2024)
  • Mark Anthony Holland

    IRN MAH00093

    • CF22 Investment Adviser (Trainee) (29 Aug 2003 to 31 Oct 2003)
  • Mark Anthony Pybus

    IRN MXP00070

    • CF30 Customer (1 Nov 2007 to 28 May 2010)
    • CF21 Investment Adviser (10 Oct 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (22 Nov 2005 to 10 Oct 2006)
  • Mark Anthony Rapson

    IRN MAR00060

    • [FCA CF] Manager of certification employee (9 Dec 2019 to 10 Sep 2021)
    • CF30 Customer (9 Apr 2008 to 6 Feb 2015)
  • Mark Antony Blakeman

    IRN MAB00060

    • CF16 Significant Mgt (Desgntd Investment Business) (14 Jun 2004 to 13 Dec 2004)
    • CF22 Investment Adviser (Trainee) (14 May 2003 to 1 Oct 2003)
  • Mark Birch

    IRN MXB00233

    • CF30 Customer (15 Sep 2016 to 22 Jun 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.