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.

  • Martin Charles Watson

    IRN MCW01109

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 6 Dec 2023)
    • [FCA CF] Client dealing (since 6 Dec 2023)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 23 Oct 2023)
    • [FCA CF] Client dealing (9 Dec 2019 to 23 Oct 2023)
    • CF30 Customer (25 Jan 2008 to 8 Dec 2019)
  • Martin Dyet

    IRN MXD00040

    • CF21 Investment Adviser (1 Dec 2001 to 9 Jan 2004)
  • Martin James Corrall

    IRN MJC01385

    • CF21 Investment Adviser (27 Mar 2006 to 10 Oct 2007)
    • CF22 Investment Adviser (Trainee) (15 Sep 2005 to 27 Mar 2006)
  • Martin John Greenwood

    IRN MJG00041

    • CF30 Customer (1 Nov 2007 to 28 Feb 2018)
    • CF21 Investment Adviser (14 Jan 2005 to 31 Oct 2007)
  • Martin John Wakeley

    IRN MJW00049

    • CF2 Non Executive Director (1 Dec 2001 to 8 Feb 2002)
  • Martin John Williams

    IRN MJW00013

    • CF30 Customer (19 Apr 2010 to 13 Nov 2015)
    • CF21 Investment Adviser (14 Jan 2005 to 5 Jan 2007)
  • Martin Jones

    IRN MBJ00009

    • CF30 Customer (28 Jun 2011 to 7 Jan 2018)
  • Martin MacDougall Parry

    IRN MMP00004

    • CF21 Investment Adviser (8 Oct 2003 to 2 Jul 2004)
    • CF22 Investment Adviser (Trainee) (16 Jan 2003 to 8 Oct 2003)
  • Martin Paul Brown

    IRN MPB00017

    • CF30 Customer (20 Mar 2009 to 28 Oct 2016)
  • Martin Paul Cooke

    IRN MPC00011

    • CF21 Investment Adviser (14 Jan 2005 to 17 Jun 2005)
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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.