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.

  • Matthew Cooper

    IRN MXC00253

    • [FCA CF] Functions requiring qualifications (16 Apr 2020 to 15 Mar 2022)
  • Matthew David Kerslake

    IRN MDK00021

    • CF30 Customer (1 Nov 2007 to 21 Jul 2009)
    • CF21 Investment Adviser (27 Mar 2007 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (11 May 2006 to 27 Mar 2007)
  • Matthew Fox

    IRN MXF00060

    • CF30 Customer (6 Jan 2010 to 11 Mar 2011)
  • Matthew Halley Morgan

    IRN MHM01053

    • [FCA CF] Client dealing (9 Dec 2019 to 19 Nov 2025)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 19 Nov 2025)
    • CF30 Customer (16 May 2019 to 8 Dec 2019)
  • Matthew Hinton

    IRN MXH00258

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 1 Apr 2022)
  • Matthew James Garnett

    IRN MJG01405

    • CF30 Customer (29 Oct 2018 to 30 Sep 2019)
  • Matthew James Peter Rathe

    IRN MJR00139

    • CF30 Customer (1 Nov 2007 to 6 Feb 2015)
    • CF21 Investment Adviser (1 Aug 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (26 Jan 2006 to 1 Aug 2006)
  • Matthew John Rodhouse

    IRN MJR00061

    • CF10 Compliance Oversight (8 Feb 2006 to 29 Jul 2011)
    • CF1 Director (13 May 2004 to 29 Jul 2011)
    • CF8 Apportionment and Oversight (15 Apr 2003 to 31 Mar 2009)
    • CF15 Internal Audit (27 Feb 2003 to 1 Nov 2004)
    • CF14 Risk Assessment (27 Feb 2003 to 1 Nov 2004)
  • Matthew John Ryder

    IRN MJR00155

    • CF30 Customer (26 Feb 2009 to 16 Mar 2015)
  • Matthew John Smith

    IRN MJS01517

    • CF30 Customer (14 Jan 2011 to 31 Dec 2013)
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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.