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.

Simon Hewitt
IRN SXH00237
- [FCA CF] Significant management (9 Dec 2019 to 31 Dec 2022)
- [FCA CF] Material risk taker (9 Dec 2019 to 31 Dec 2022)
Simon James Campbell
IRN SJC01252
- CF21 Investment Adviser (24 Dec 2002 to 14 Jan 2005)
- CF22 Investment Adviser (Trainee) (7 Jun 2002 to 24 Dec 2002)
Simon John Dunkerley
IRN SJD00016
- CF21 Investment Adviser (19 Nov 2002 to 14 Jan 2005)
- CF22 Investment Adviser (Trainee) (1 Dec 2001 to 19 Nov 2002)
Simon Matthew Bell
IRN SMB01134
- CF22 Investment Adviser (Trainee) (20 Apr 2004 to 14 Jan 2005)
Simon Ross Barrett
IRN SRB00028
- CF21 Investment Adviser (1 Dec 2001 to 14 Jan 2005)
Simon Skellern
IRN SXS00184
- CF21 Investment Adviser (20 Aug 2004 to 14 Jan 2005)
- CF22 Investment Adviser (Trainee) (25 Nov 2003 to 20 Aug 2004)
Simon Young
IRN SXY01156
- CF28 Systems and controls (25 Mar 2014 to 17 Jul 2016)
Skecia Simone Petrie
IRN SSP00011
- CF22 Investment Adviser (Trainee) (10 Jun 2002 to 27 May 2003)
Sophia Ground
IRN SXG00979
- 14. Managing investments
- [FCA CF] Material risk taker (since 9 Dec 2025)
- [FCA CF] Functions requiring qualifications (since 9 Dec 2025)
- [FCA CF] Client dealing (since 9 Dec 2025)
Stephen Clark
IRN SXC00055
- 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.