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.

Justine Ellen Roberts
IRN JEP00027
- CF21 Investment Adviser (1 Dec 2001 to 14 Jan 2005)
Karen Elizabeth Coleman
IRN KXC26541
- [FCA CF] Significant management (9 Dec 2019 to 1 Oct 2025)
- [FCA CF] Material risk taker (9 Dec 2019 to 1 Oct 2025)
Karl David Thorpe
IRN KDT01012
- CF22 Investment Adviser (Trainee) (19 May 2005 to 19 May 2005)
Karl Goucher
IRN KXG00048
- CF21 Investment Adviser (1 Dec 2001 to 18 Mar 2003)
Katie Wadey
IRN KXW00295
- SMF1 Chief Executive (since 5 Jun 2024)
- SMF3 Executive Director (since 5 Jun 2024)
Kaye Price
IRN KXW00055
- CF21 Investment Adviser (1 Dec 2001 to 16 Jan 2003)
Keith Armstrong
IRN KXA00040
- CF21 Investment Adviser (1 Dec 2001 to 14 Jan 2005)
Keith Frederick Snelling
IRN KFS00004
- CF22 Investment Adviser (Trainee) (19 Nov 2003 to 14 Jan 2005)
Keith Mason
IRN KXM00045
- CF22 Investment Adviser (Trainee) (19 Nov 2002 to 19 Nov 2002)
- CF21 Investment Adviser (19 Nov 2002 to 23 Dec 2003)
Kenneth Britton Kerr
IRN KBK00002
- CF21 Investment Adviser (29 Oct 2003 to 13 Feb 2004)
- CF22 Investment Adviser (Trainee) (6 Dec 2002 to 29 Oct 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.