WESLEYAN UNIT TRUST MANAGERS LIMITED
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Next accounts due
2026-09-30 (in 4mo)
Last filed for 2024-12-31
Confirmation statement due
2027-04-18 (in 11mo)
Last made up 2026-04-04
Watchouts
None on the register
Cash
£2M
+19.1% vs 2023
Net assets
£5M
+13.8% vs 2023
Employees
0
Average over period
Profit before tax
£780K
+67.1% vs 2023
Name history
Renamed 2 times since incorporation
- WESLEYAN UNIT TRUST MANAGERS LIMITED 1989-12-15 → present
- W & G UNIT TRUST MANAGERS LIMITED 1987-09-11 → 1989-12-15
- LEGISTSHELFCO NO. THIRTY LIMITED 1987-03-24 → 1987-09-11
Net assets
2-year trend · vs Financials median
Accounts
2-year trend · latest reflected 2024-12-31
| Metric | Trend | 2023-12-31 | 2024-12-31 |
|---|---|---|---|
| Turnover | £2,956,451 | £2,956,306 | |
| Operating profit | £427,025 | £728,280 | |
| Profit before tax | £467,123 | £780,421 | |
| Net profit | £357,350 | £585,220 | |
| Cash | £1,541,543 | £1,836,098 | |
| Total assets less current liabilities | £4,246,759 | £4,831,979 | |
| Net assets | £4,246,759 | £4,831,979 | |
| Equity | £4,246,759 | £4,831,979 | |
| Average employees | 0 | 0 | |
| Wages | — | — |
Values shown as filed in the company's annual accounts. — indicates the figure wasn't present under that line item in that period. About these numbers
Ratios
Computed from the line items above — sparklines read oldest → newest
| Ratio | Trend | 2023-12-31 | 2024-12-31 |
|---|---|---|---|
| Operating margin | 14.4% | 24.6% | |
| Net margin | 12.1% | 19.8% | |
| Return on capital employed | 10.1% | 15.1% | |
| Gearing (liabilities / total assets) | 16.2% | 14.4% | |
| Current ratio | 6.16x | 6.92x |
Margins divide P&L lines by turnover. Gearing is liabilities over total assets. Current ratio is current assets over creditors falling due within one year. Interest cover is operating profit over absolute finance costs. Sector-distribution context coming next.
Audit & accounting basis
- Accounting basis
- FRS 102
- Reporting scope
- Standalone (parent only)
- Auditor
- Ernst & Young LLP
- Audit opinion
- Unqualified (clean)
- Going concern
- Affirmed
“The Directors have assessed the going concern basis for the period to 31 March 2026 and will take proactive action to maintain sufficient liquidity at all times. The Parent Company (Wesleyan Assurance Society) has guaranteed all of the Company's liabilities. The Board concludes it remains appropriate to prepare these financial statements on a going concern basis.”
Significant events
- “Launch of the new Wealth Platform in 2025.”
Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers
People
5 active · 28 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| PRITCHARD, Selena Jane | Secretary | 2018-07-01 | — | — |
| DIXON, Gary | Director | 2023-12-14 | Sep 1964 | British |
| MCMAHON, Paul | Director | 2025-05-31 | Jan 1963 | British |
| TASNIM, Faraz | Director | 2025-05-31 | Jul 1980 | British |
| WADEY, Katie | Director | 2024-06-05 | Jan 1978 | British |
Show 28 resigned officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| BRIGHT, Doug | Secretary | 2014-01-01 | 2018-06-30 |
| DICKEN, Albert Bernard | Secretary | 1995-06-26 | 1999-06-30 |
| REED, David Brian | Secretary | — | 1995-06-26 |
| RODERICK, Joseph Alan John | Secretary | 1999-06-30 | 2014-01-01 |
| ALDERSON, John Antony | Director | — | 1993-04-27 |
| BRIDGE, Clive | Director | 2013-05-22 | 2018-08-31 |
| BROOKS, Frank William | Director | — | 2005-04-30 |
| BUTLER, Eric | Director | — | 1992-06-25 |
| DICKEN, Albert Bernard | Director | 1995-06-26 | 1999-06-30 |
| ERRINGTON, Craig William | Director | 2005-01-01 | 2018-03-14 |
| FAROOQ, Ahmed | Director | 2018-03-15 | 2020-09-23 |
| GIRVAN, Callum Neil | Director | 2008-05-09 | 2010-01-08 |
| HAMILTON, Lawrence Austin | Director | — | 1995-06-26 |
| HOWARD, Martin Paul | Director | 2011-01-01 | 2011-09-09 |
| LAWRENCE, Martin | Director | 2016-04-21 | 2025-05-31 |
| LEWIS, Michael Gwyn | Director | 1995-06-26 | 2012-10-19 |
| MACDONALD, James Thomas | Director | 2000-04-18 | 2001-12-31 |
| MACLEAN, Lowry Druce | Director | — | 2010-05-07 |
| MCCAIG, Ian | Director | 2019-12-11 | 2025-05-31 |
| MCNAMARA, Peter Denis | Director | 2002-02-18 | 2003-07-23 |
| NEDEN, Andrew Frederick John | Director | 2019-12-11 | 2023-11-09 |
| NEEDHAM, James Robert | Director | 2020-02-26 | 2024-06-28 |
| PORTER, Samantha Jane | Director | 2010-02-12 | 2015-07-31 |
| REED, David Brian | Director | — | 1995-06-26 |
| RODHOUSE, Matthew John | Director | 2004-05-01 | 2011-07-31 |
| RUTTER, John David | Director | — | 2004-04-30 |
| VAUDRY, Robert Thomas | Director | 2017-03-08 | 2019-09-05 |
| WARD, Clive Charles | Director | 1995-06-26 | 2017-03-20 |
Ownership
Persons with significant control
| Name | Kind | Nature of control | Notified | Status |
|---|---|---|---|---|
| Wesleyan Assurance Society | Corporate entity | Shares 75–100%, Voting 75–100%, Appoints directors | 2016-04-06 | Active |
Filing timeline
Last 20 of 175 total filings
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 2026-04-15 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2025-07-21 | AA | accounts | Accounts with accounts type full | |
| 2025-06-02 | AP01 | officers | Appoint person director company with name date | |
| 2025-06-02 | AP01 | officers | Appoint person director company with name date | |
| 2025-06-02 | TM01 | officers | Termination director company with name termination date | |
| 2025-06-02 | TM01 | officers | Termination director company with name termination date | |
| 2025-04-16 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2024-07-16 | AA | accounts | Accounts with accounts type full | |
| 2024-07-01 | AP01 | officers | Appoint person director company with name date | |
| 2024-07-01 | TM01 | officers | Termination director company with name termination date | |
| 2024-04-10 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2023-12-19 | AP01 | officers | Appoint person director company with name date | |
| 2023-11-09 | TM01 | officers | Termination director company with name termination date | |
| 2023-07-26 | AA | accounts | Accounts with accounts type full | |
| 2023-04-11 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2022-08-22 | AA | accounts | Accounts with accounts type full | |
| 2022-04-05 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2021-08-13 | AA | accounts | Accounts with accounts type full | |
| 2021-04-20 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2020-10-12 | TM01 | officers | Termination director company with name termination date |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 6
- Capital events
- 0
- Officers appointed
- 2
- Officers resigned
- 2
last 12 months
last 24 months
last 12 months
last 12 months
Direct counts from the register. No score, no rating — see the Filing timeline for the underlying events.
Year-on-year
FY2023 → FY2024 · period ending 2024-12-31 vs 2023-12-31
-
Turnover
0%
£2,956,451 £2,956,306
-
Cash
+19.1%
£1,541,543 £1,836,098
-
Net assets
+13.8%
£4,246,759 £4,831,979
-
Employees
—
Not reported
-
Operating profit
+70.5%
£427,025 £728,280
-
Profit before tax
+67.1%
£467,123 £780,421
Each % is (latest − prior) ÷ |prior| for the line item as filed. Periods don't have to be exactly 12 months apart — a long or short period (typical around incorporation or year-end changes) will distort the comparison. Lines a company doesn't report are omitted. About these numbers