Wesleyan Unit Trust Managers Limited

Date authorised
1 April 2013
Companies House
02114859
Last scraped
3 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Colmore Circus
    Birmingham
    West Midlands
    B4 6AR
    UNITED KINGDOM
    Phone
    +4401212009711
  • Complaints Contact

    Wesleyan
    Colmore Circus Queensway
    Birmingham
    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.

  • Authorised to Operate

    Show 1 limitation
    • · The firm can only agree to carry on the regulated activities specified in this Notice.
  • Retail Investment Funds

Approved individuals

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

  • David Loewy

    IRN DXL00109

    • [FCA CF] Material risk taker (9 Dec 2019 to 4 Dec 2020)
  • David Michael Wicks

    IRN DMW00039

    • CF21 Investment Adviser (1 Dec 2001 to 14 Jan 2005)
  • David Moffat Lewis

    IRN DML00025

    • CF21 Investment Adviser (14 Aug 2003 to 14 Nov 2003)
    • CF22 Investment Adviser (Trainee) (25 Apr 2002 to 17 Aug 2002)
  • David Neil Twizell

    IRN DNT00001

    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 14 Jan 2005)
  • David Peter Ginn

    IRN DPG00012

    • CF21 Investment Adviser (1 Dec 2001 to 14 Nov 2003)
  • David Peter Howley

    IRN DPH00019

    • CF21 Investment Adviser (1 Dec 2001 to 30 May 2003)
  • David Ritchie Allan

    IRN DRA00008

    • CF21 Investment Adviser (1 Dec 2001 to 14 Nov 2003)
  • David Thomas Carbery

    IRN DXC07395

    • 14. Managing investments
    • [FCA CF] Material risk taker (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • CF30 Customer (19 Oct 2018 to 8 Dec 2019)
  • David William Alastair Stewart

    IRN DXS19788

    • [FCA CF] Significant management (9 Dec 2019 to 1 Oct 2025)
    • [FCA CF] Material risk taker (9 Dec 2019 to 1 Oct 2025)
  • Dene John Tredaway

    IRN DJT00034

    • CF21 Investment Adviser (1 Jul 2002 to 14 Nov 2003)
    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 1 Jul 2002)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

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

No changes recorded yet.