Legal & General (Unit Trust Managers) Limited

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Addresses

The contact details this firm has registered with the FCA.

The regulated activities the FCA has granted this firm permission to carry out.

Senior staff personally approved by the FCA to hold their roles here.

Jeffrey Taylor
IRN JXT01384
- CF22 Investment Adviser (Trainee) (8 May 2007 to 29 Oct 2007)
Jennifer Cookman
IRN JXC00200
- CF1 Director (AR) (16 Oct 2003 to 7 Jun 2007)
- CF4 Partner (AR) (1 Dec 2001 to 16 Oct 2003)
Jennifer Howl
IRN JXR00019
- CF21 Investment Adviser (13 Jan 2005 to 29 Oct 2007)
Jennifer Leach
IRN JXL00099
- CF21 Investment Adviser (4 Feb 2002 to 19 Dec 2005)
- CF22 Investment Adviser (Trainee) (1 Dec 2001 to 4 Feb 2002)
Jeremy Graham Webb
IRN JGW00026
- CF1 Director (AR) (25 Aug 2004 to 29 Oct 2007)
- CF4 Partner (AR) (1 Dec 2001 to 25 Aug 2004)
Jeremy Mark May
IRN JMM00015
- CF21 Investment Adviser (1 Dec 2001 to 29 Jan 2002)
Jeremy Nigel Hallett
IRN JNH00010
- CF22 Investment Adviser (Trainee) (1 Apr 2005 to 11 Feb 2006)
Jeremy Russell Collins
IRN JRC01155
- CF1 Director (AR) (29 Apr 2002 to 14 Jan 2005)
Jerry Simon James Williams
IRN JSW00029
- CF21 Investment Adviser (1 Dec 2001 to 22 Feb 2002)
Jessica Townley
IRN JXT67411
- [FCA CF] Manager of certification employee (13 May 2024 to 31 May 2024)
- [FCA CF] Material risk taker (1 May 2023 to 18 Mar 2024)

Smaller firms operating under this firm's FCA authorisation.

Key Financial Decisions Ltd (no longer appointed)
FRN 194390 · Appointed 9 Mar 2005 · Until 28 Oct 2007
Key Financial Services (Midlands) Ltd (no longer appointed)
FRN 194318 · Appointed 10 Feb 2005 · Until 28 Oct 2007 · Tied agent
Mayfair Financial & Mortgage Consultants Limited (no longer appointed)
FRN 409730 · Appointed 19 Oct 2004 · Until 28 Oct 2007
Stonebridge Mortgage Services Ltd (no longer appointed)
FRN 407733 · Appointed 17 Sep 2004 · Until 28 Oct 2007
Money Matters (NI) Ltd (no longer appointed)
FRN 403452 · Appointed 3 Sep 2004 · Until 29 Oct 2007
Harbinder Kalsi (no longer appointed)
FRN 402958 · Appointed 16 Aug 2004 · Until 13 Jun 2006
TBS Financial Services Ltd (no longer appointed)
FRN 224568 · Appointed 20 Jul 2004 · Until 28 Oct 2007
The Mortgage Shop (no longer appointed)
FRN 402269 · Appointed 19 Jul 2004 · Until 11 Oct 2004
BKD Financial Planning Limited (no longer appointed)
FRN 401643 · Appointed 28 Jun 2004 · Until 17 Mar 2005
The Mortgage Bureau (Yorkshire) Limited (no longer appointed)
FRN 206243 · Appointed 25 May 2004 · Until 8 Mar 2007

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

No changes recorded yet.

A quick guide to the terms on this page.

The FCA: The Financial Conduct Authority is the UK's regulator for banking, lending, insurance, investments and payments. Any firm offering these services has to be authorised by the FCA.
Permissions: The specific regulated activities a firm is allowed to carry out, like advising on insurance, lending money or arranging investments. Anything outside this list isn't covered.
Approved individuals: Senior staff (directors, compliance officers and similar) have to be approved by the FCA personally before they can take up the role. They're held accountable for the firm's conduct.
Appointed representatives: Smaller firms can do regulated business under another firm's authorisation rather than getting their own. The bigger firm (the 'principal') is legally on the hook for what they do.

Information on this page is sourced from the official FCA register.