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.

  • Matthew Leo Higney

    IRN MLH00018

    • CF21 Investment Adviser (24 Jul 2003 to 29 Apr 2005)
    • CF22 Investment Adviser (Trainee) (27 Jan 2003 to 24 Jul 2003)
  • Matthew Louis Rhodes

    IRN MLR01070

    • CF30 Customer (3 Dec 2013 to 28 Jul 2017)
  • Matthew Paul Smith

    IRN MXS87158

    • [FCA CF] Functions requiring qualifications (24 Jun 2025 to 31 Dec 2025)
  • Matthew Rayner

    IRN MXR00322

    • [FCA CF] Functions requiring qualifications (31 Jan 2023 to 30 Sep 2023)
    • [FCA CF] Client dealing (31 Jan 2023 to 30 Sep 2023)
  • Matthew Richard Pike

    IRN MXP24153

    • [FCA CF] Client dealing (9 Dec 2019 to 25 Apr 2022)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 25 Apr 2022)
    • CF30 Customer (21 Nov 2019 to 8 Dec 2019)
  • Matthew Robert Laverack

    IRN MRL01082

    • CF30 Customer (27 Oct 2011 to 4 Mar 2015)
  • Matthew Sellens

    IRN MXS00088

    • CF30 Customer (1 Nov 2007 to 31 Dec 2008)
    • CF21 Investment Adviser (7 Dec 2004 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (20 Apr 2004 to 7 Dec 2004)
  • Matthew Shaw

    IRN MXS02813

    • CF30 Customer (20 Dec 2010 to 11 May 2011)
  • Matthew Stephens

    IRN MXS02392

    • CF30 Customer (28 Dec 2007 to 13 Sep 2010)
  • Matthew Stirling

    IRN MXS04914

    • [FCA CF] Client dealing (14 Jan 2020 to 31 Dec 2020)
    • [FCA CF] Functions requiring qualifications (14 Jan 2020 to 31 Dec 2020)
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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.