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.

Hannah Roper McFarlane
IRN HXR00318
- [FCA CF] Significant management (since 9 Dec 2025)
Heather Adele Richardson
IRN HAR01017
- CF22 Investment Adviser (Trainee) (31 May 2002 to 3 Jul 2002)
Helen Musgrave
IRN HXM00031
- CF21 Investment Adviser (1 Dec 2001 to 30 May 2003)
Helen Ruth Botham
IRN HRB00004
- CF30 Customer (1 Nov 2007 to 1 Nov 2007)
- CF21 Investment Adviser (29 Oct 2003 to 31 Oct 2007)
- CF22 Investment Adviser (Trainee) (23 Jul 2002 to 29 Oct 2003)
Huw Patrick Mainwaring
IRN HPM00004
- CF21 Investment Adviser (1 Dec 2001 to 14 Jan 2005)
Iain Gibbons
IRN IXG25894
- [FCA CF] Significant management (9 Dec 2019 to 1 Oct 2021)
Iain Murdoch Cooper
IRN IMC00009
- CF21 Investment Adviser (7 Jun 2002 to 14 Jan 2005)
- CF22 Investment Adviser (Trainee) (1 Dec 2001 to 7 Jun 2002)
Iain William Stevenson
IRN IWS00003
- CF21 Investment Adviser (28 Aug 2003 to 14 Jan 2005)
- CF22 Investment Adviser (Trainee) (4 Feb 2003 to 28 Aug 2003)
Iain Wilson Fleming
IRN IWF00001
- CF21 Investment Adviser (18 Jul 2003 to 14 Jan 2005)
- CF22 Investment Adviser (Trainee) (4 Feb 2003 to 18 Jul 2003)
Ian Beeston
IRN IXB00021
- CF21 Investment Adviser (1 Dec 2001 to 14 Jan 2005)

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.