WAY Fund Managers Limited
Addresses
The contact details this firm has registered with the FCA.
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Principal Place of Business
Cedar House3 Cedar ParkCobham RoadWimborneDorsetBH21 7SBUNITED KINGDOM- Phone
- +441202855856
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Complaints Contact
Cedar House3 Cedar ParkCobham RoadWimborneDorsetBH21 7SBUNITED KINGDOM- Phone
- +441202855856
What this firm is allowed to do
The regulated activities the FCA has granted this firm permission to carry out.
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Retail Investment Funds
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Specialist Investment Funds
Approved individuals
Senior staff personally approved by the FCA to hold their roles here.
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Jason Matthew Young
IRN JXY13035
- CF1 Director (AR) (16 Aug 2022 to 3 Mar 2023)
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John David Gregory
IRN JXG00328
- 16. Safeguarding and administering investments or holding client money
- SMF3 Executive Director (since 15 Jan 2026)
- [FCA CF] CASS oversight function (since 26 Feb 2021)
- [FCA CF] Functions requiring qualifications (since 26 Feb 2021)
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Kevin Anthony Lavery
IRN KAL01074
- CF3 Chief Executive (15 Jun 2015 to 25 Nov 2016)
- CF10 Compliance Oversight (29 Sep 2014 to 11 Sep 2015)
- CF1 Director (9 Jun 2014 to 25 Nov 2016)
- CF30 Customer (9 May 2013 to 23 Dec 2016)
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Leanne Isaacs
IRN LXI01082
- CF1 Director (4 May 2016 to 19 Jan 2017)
- CF10 Compliance Oversight (11 Sep 2015 to 19 Jan 2017)
- CF11 Money Laundering Reporting (11 Sep 2015 to 19 Jan 2017)
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Marc Wood
IRN MXW02386
- CF1 Director (29 Mar 2017 to 7 Jul 2017)
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Margaret Marie Green
IRN MGG01026
- CF2 Non Executive Director (16 Mar 2011 to 1 Jul 2014)
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Mark Christopher Adorian
IRN MCA01069
- CF2 Non Executive Director (16 Mar 2011 to 2 Oct 2015)
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Michelle Martin
IRN MXM20605
- SMF16 Compliance Oversight (7 Dec 2020 to 27 May 2022)
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Niall Miles Pritchard
IRN NMP01028
- CF1 Director (AR) (23 Feb 2021 to 6 Feb 2023)
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Paul Wilcox
IRN PXW01227
- CF2 Non Executive Director (28 Jul 2014 to 22 Nov 2017)
- CF1 Director (1 Dec 2001 to 28 Jul 2014)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Investor Administration Solutions Ltd (no longer appointed)
FRN 755478 · Appointed 9 Aug 2016 · Until 3 Mar 2023
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Way Investment Services Ltd (no longer appointed)
FRN 195275 · Appointed 21 Nov 2000 · Until 22 Aug 2018
Recent activity
Updates to this firm's record on the FCA register.
No changes recorded yet.