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.

  • Neil David Starkie

    IRN NDS01054

    • [FCA CF] Client dealing (9 Dec 2019 to 5 Aug 2025)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 5 Aug 2025)
    • CF30 Customer (10 May 2019 to 8 Dec 2019)
  • Neil Gregory Richardson

    IRN NGR01016

    • [FCA CF] Manager of certification employee (since 18 Aug 2025)
    • [FCA CF] Manager of certification employee (3 Jan 2023 to 16 Jul 2025)
    • [FCA CF] Client dealing (9 Dec 2019 to 31 Jan 2023)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Jan 2023)
    • CF30 Customer (9 Apr 2008 to 8 Dec 2019)
  • Neil Ivor John Hiscock

    IRN NIH00001

    • [FCA CF] Client dealing (4 Oct 2024 to 3 Mar 2025)
    • [FCA CF] Functions requiring qualifications (4 Oct 2024 to 3 Mar 2025)
  • Neil James Whiteside

    IRN NXW11284

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 28 Feb 2022)
    • [FCA CF] Client dealing (9 Dec 2019 to 28 Feb 2022)
    • CF30 Customer (6 Feb 2019 to 8 Dec 2019)
  • Neil Leslie Williams

    IRN NLW01012

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Client dealing (since 23 Jan 2020)
    • [FCA CF] Functions requiring qualifications (since 23 Jan 2020)
  • Neil Molyneux

    IRN NXM00054

    • CF30 Customer (1 Nov 2007 to 6 Feb 2015)
    • CF21 Investment Adviser (14 Jan 2005 to 31 Oct 2007)
  • Neil Patrick Forkin

    IRN NPF00012

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • CF30 Customer (18 Feb 2014 to 8 Dec 2019)
  • Neil Phelan

    IRN NDP00012

    • CF30 Customer (1 Nov 2007 to 29 Mar 2019)
    • CF21 Investment Adviser (14 Jan 2005 to 31 Oct 2007)
  • Neil Thomas Bedford

    IRN NTB00009

    • CF21 Investment Adviser (1 Dec 2001 to 28 Feb 2006)
  • Neil Warren Charles Wright

    IRN NWW00004

    • CF21 Investment Adviser (1 Dec 2001 to 27 Feb 2004)
Show more

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Show more

Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.