Wesleyan 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.

Authorised to Operate
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- · The firm can only agree to carry on the regulated activities specified in this Notice.
Retail Investment Funds

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

Elizabeth Jones
IRN EXJ00065
- [FCA CF] Significant management (since 1 May 2025)
- [FCA CF] Material risk taker (since 16 Apr 2021)
Elizabeth Marie Jeffrey
IRN EMJ00004
- CF21 Investment Adviser (1 Dec 2001 to 14 Nov 2003)
Emma Louise Brinkley
IRN ELH01023
- CF22 Investment Adviser (Trainee) (23 Jun 2004 to 31 Dec 2004)
Eric Thomas Clarke
IRN ETC00003
- CF21 Investment Adviser (1 Dec 2001 to 10 Jun 2003)
Evan Cunningham
IRN EXC00477
- 14. Managing investments
- [FCA CF] Client dealing (since 9 Dec 2025)
- [FCA CF] Functions requiring qualifications (since 9 Dec 2025)
- [FCA CF] Material risk taker (since 9 Dec 2025)
Faraz Tasnim
IRN FXT00069
- SMF3 Executive Director (since 31 May 2025)
- [FCA CF] Material risk taker (20 Mar 2023 to 31 May 2025)
Felice Simonetti
IRN FXS00021
- CF21 Investment Adviser (1 Jul 2002 to 6 Jan 2004)
- CF22 Investment Adviser (Trainee) (1 Dec 2001 to 1 Jul 2002)
Fiona Mary Reid Green
IRN FMT00001
- CF21 Investment Adviser (29 Jun 2004 to 14 Jan 2005)
- CF22 Investment Adviser (Trainee) (11 Aug 2003 to 29 Jun 2004)
Frances Whittingham
IRN FSW00001
- CF22 Investment Adviser (Trainee) (8 May 2003 to 3 Dec 2004)
Francis James Smith
IRN FJS00007
- CF21 Investment Adviser (1 Dec 2001 to 14 Nov 2003)

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
Medical Sickness Ltd (no longer appointed)
FRN 110396 · Appointed 1 Jul 1997 · Until 10 Sep 2010
Wesleyan Home Loans Ltd (no longer appointed)
FRN 156227 · Appointed 23 Aug 1988 · Until 1 Nov 2005

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.