Wesleyan Unit Trust Managers Limited
Addresses
The contact details this firm has registered with the FCA.
-
Principal Place of Business
Colmore CircusBirminghamWest MidlandsB4 6ARUNITED KINGDOM- Phone
- +4401212009711
-
Complaints Contact
WesleyanColmore Circus QueenswayBirminghamB4 6ARUNITED 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 Hide limitations
- · 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.
-
Vernons Financial Services Limited (no longer appointed)
FRN 162417 · Appointed 3 Mar 2003 · Until 15 Jul 2004
-
The National Association of Schoolmasters & Union of Women Teachers (no longer appointed)
FRN 223114 · Appointed 26 Feb 2003 · Until 9 Jul 2004
-
The Prision Officers Association (no longer appointed)
FRN 206221 · Appointed 28 May 2001 · Until 11 Mar 2004
Recent activity
Updates to this firm's record on the FCA register.
No changes recorded yet.