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.

  • Martin Paul Howard

    IRN MPH01114

    • CF1 Director (23 Sep 2008 to 31 Dec 2010)
    • CF29 Significant management (1 Nov 2007 to 10 Sep 2009)
    • CF17 Significant Mgt (Other Business Operations) (3 Oct 2006 to 31 Oct 2007)
    • CF8 Apportionment and Oversight (13 Jan 2006 to 31 Mar 2009)
  • Martin Paul Redford-Forrester

    IRN MXF01407

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 27 Feb 2024)
    • [FCA CF] Client dealing (9 Dec 2019 to 27 Feb 2024)
    • CF30 Customer (11 Jul 2018 to 8 Dec 2019)
  • Martin Paul Smith

    IRN MPS01083

    • CF30 Customer (7 Jul 2009 to 3 Dec 2014)
  • Martin Peter Cookson

    IRN MPC00015

    • CF30 Customer (18 Jan 2008 to 31 Mar 2014)
  • Martin Robert Boaler

    IRN BXM01954

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Client dealing (since 5 Oct 2022)
    • [FCA CF] Functions requiring qualifications (since 5 Oct 2022)
  • Martin Stephen Smith

    IRN MSS01108

    • 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] Client dealing (since 23 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 23 Dec 2019)
    • CF30 Customer (29 Aug 2012 to 6 Mar 2018)
  • Martin Winter

    IRN MXW00229

    • CF30 Customer (4 Feb 2009 to 1 Oct 2013)
    • CF22 Investment Adviser (Trainee) (9 Aug 2005 to 8 Nov 2006)
  • Mary Ann Davis

    IRN MAD00017

    • [FCA CF] Client dealing (9 Dec 2019 to 30 Dec 2022)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 30 Dec 2022)
    • CF30 Customer (17 May 2012 to 8 Dec 2019)
  • Matthew Alexander Wright

    IRN MAW01184

    • CF30 Customer (28 Jun 2011 to 30 Oct 2012)
  • Matthew Bryan James Jones

    IRN MBJ01015

    • CF30 Customer (4 Feb 2009 to 11 Jul 2014)
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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.