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.

  • Mark Richard Emslie

    IRN MRE00007

    • CF30 Customer (22 Apr 2014 to 23 Jun 2015)
  • Mark Ronald Hull

    IRN MRH00050

    • CF21 Investment Adviser (13 Oct 2003 to 2 Jul 2004)
    • CF22 Investment Adviser (Trainee) (16 Jan 2003 to 13 Oct 2003)
  • Mark Samuel Jackson

    IRN MSJ01066

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Client dealing (since 7 Jul 2025)
    • [FCA CF] Functions requiring qualifications (since 7 Jul 2025)
    • [FCA CF] Functions requiring qualifications (12 Mar 2020 to 20 May 2025)
    • [FCA CF] Client dealing (12 Mar 2020 to 20 May 2025)
  • Mark Stephen Richards

    IRN MSR01079

    • CF30 Customer (1 Nov 2007 to 14 Jul 2009)
    • CF22 Investment Adviser (Trainee) (24 Aug 2007 to 31 Oct 2007)
  • Mark Swallow

    IRN MXS00020

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 20 Mar 2023)
    • [FCA CF] Client dealing (9 Dec 2019 to 20 Mar 2023)
    • CF30 Customer (24 Mar 2009 to 9 Nov 2012)
  • Mark Thomas McCulloch

    IRN MTM00013

    • CF30 Customer (1 Nov 2007 to 16 Dec 2011)
    • CF21 Investment Adviser (19 Oct 2007 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (23 Apr 2007 to 19 Oct 2007)
  • Mark Tootill

    IRN MST00012

    • CF30 Customer (1 Nov 2007 to 29 Sep 2014)
    • CF21 Investment Adviser (14 Jan 2005 to 31 Oct 2007)
  • Martin Alan Jones

    IRN MAJ00036

    • CF30 Customer (28 May 2012 to 2 May 2016)
  • Martin Alistair Player

    IRN MAP00046

    • [FCA CF] Client dealing (9 Dec 2019 to 31 Mar 2021)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Mar 2021)
    • CF30 Customer (5 Jun 2008 to 8 Dec 2019)
  • Martin Antony Ferne

    IRN MAF00028

    • CF30 Customer (1 Nov 2007 to 2 Aug 2016)
    • CF22 Investment Adviser (Trainee) (16 Feb 2007 to 31 Oct 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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