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.

  • Mark Ian Ormerod

    IRN MIO01003

    • [FCA CF] Manager of certification employee (9 Dec 2019 to 3 Apr 2026)
    • CF30 Customer (26 Jan 2010 to 24 Mar 2017)
  • Mark Jeremy Francis

    IRN MJF00055

    • CF22 Investment Adviser (Trainee) (14 Jan 2005 to 1 Jul 2005)
  • Mark John Boulger

    IRN MJB00062

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 2 Mar 2026)
    • [FCA CF] Client dealing (9 Dec 2019 to 2 Mar 2026)
    • CF30 Customer (7 Feb 2019 to 8 Dec 2019)
    • CF21 Investment Adviser (16 Oct 2007 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (23 Apr 2007 to 16 Oct 2007)
  • Mark Jonathan Willis

    IRN MJW00177

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 19 Sep 2025)
    • [FCA CF] Client dealing (9 Dec 2019 to 19 Sep 2025)
    • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
    • CF21 Investment Adviser (20 Dec 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (5 Jul 2006 to 20 Dec 2006)
  • Mark Kenneth Belcher

    IRN MKB01049

    • CF30 Customer (31 Mar 2015 to 27 Feb 2019)
  • Mark Lee Clements

    IRN MLC00010

    • CF22 Investment Adviser (Trainee) (1 Sep 2006 to 30 Mar 2007)
  • Mark Moroney

    IRN MXM04398

    • 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 (1 Aug 2018 to 8 Dec 2019)
  • Mark Owen Harrison

    IRN MOH00002

    • CF30 Customer (9 Apr 2008 to 23 Jul 2018)
  • Mark Radford

    IRN MXR01310

    • CF21 Investment Adviser (14 Jan 2005 to 31 Jan 2005)
  • Mark Randall Mason

    IRN MRM00026

    • CF21 Investment Adviser (1 Dec 2001 to 7 Jun 2002)
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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.