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.

  • Michael Anthony Miles

    IRN MXM00160

    • CF30 Customer (29 Apr 2009 to 28 Feb 2019)
    • CF21 Investment Adviser (14 Jan 2005 to 31 Oct 2007)
  • Michael Charles John Young

    IRN MCY01012

    • [FCA CF] Functions requiring qualifications (9 Dec 2023 to 4 Oct 2024)
    • [FCA CF] Client dealing (9 Dec 2023 to 4 Oct 2024)
  • Michael Charles Walker

    IRN MCW00013

    • CF30 Customer (19 Nov 2013 to 3 Mar 2014)
  • Michael Christopher Barnes

    IRN MCB01174

    • CF30 Customer (9 Apr 2008 to 19 May 2009)
  • Michael Christophers

    IRN MXC01282

    • CF2 Non Executive Director (8 Jun 2005 to 31 Oct 2009)
  • Michael Colin Copeland

    IRN MCC00028

    • [FCA CF] Manager of certification employee (9 Dec 2019 to 31 Mar 2023)
    • CF30 Customer (1 Nov 2007 to 6 Feb 2015)
    • CF21 Investment Adviser (14 Jan 2005 to 31 Oct 2007)
  • Michael Daniel Francis Murphy

    IRN MDM00048

    • CF30 Customer (1 Nov 2007 to 20 Feb 2009)
    • CF21 Investment Adviser (29 Sep 2005 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (25 May 2005 to 29 Sep 2005)
  • Michael David Harms

    IRN MDH01137

    • CF30 Customer (16 Aug 2010 to 30 Apr 2014)
  • Michael Edward Lacey

    IRN MEL00003

    • CF30 Customer (1 Nov 2007 to 31 Mar 2014)
    • CF21 Investment Adviser (25 Oct 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (28 Feb 2006 to 25 Oct 2006)
  • Michael George Hayes

    IRN MGH01076

    • CF21 Investment Adviser (1 Aug 2006 to 8 Jun 2007)
    • CF22 Investment Adviser (Trainee) (22 Nov 2005 to 1 Aug 2006)
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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.