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.

Ian Christopher Hall
IRN ICH01032
- CF8 Apportionment and Oversight (23 Aug 2007 to 31 Mar 2009)
Ian Frederick Harris
IRN IFH00004
- CF21 Investment Adviser (1 Dec 2001 to 14 Nov 2003)
Ian Harrison
IRN IXH53532
- [FCA CF] Material risk taker (9 Dec 2019 to 30 Oct 2020)
Ian John Lazenby
IRN IJL00002
- CF29 Significant management (1 Nov 2007 to 29 Aug 2008)
- CF8 Apportionment and Oversight (6 Aug 2004 to 29 Aug 2008)
- CF16 Significant Mgt (Desgntd Investment Business) (12 Jul 2004 to 31 Oct 2007)
Ian Keith Swift
IRN IKS00004
- CF21 Investment Adviser (7 Dec 2004 to 14 Jan 2005)
- CF22 Investment Adviser (Trainee) (19 Nov 2003 to 7 Dec 2004)
Ian McCaig
IRN IXM01822
- SMF9 Chair of the Governing Body (19 Jan 2021 to 31 May 2025)
- CF2 Non Executive Director (4 Dec 2019 to 8 Dec 2019)
Ian Mearns Taylor
IRN IMT00005
- CF21 Investment Adviser (1 Dec 2001 to 29 Feb 2004)
Ian Michael Baker
IRN IMB00019
- CF21 Investment Adviser (1 Dec 2001 to 13 Mar 2002)
Ian Richard Gold
IRN IRG00001
- CF21 Investment Adviser (29 Jun 2004 to 14 Jan 2005)
- CF22 Investment Adviser (Trainee) (1 Dec 2001 to 29 Jun 2004)
Ian Rose
IRN IXR00013
- [FCA CF] Material risk taker (since 9 Dec 2020)

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.