WAY Fund Managers Limited

Reference number: 194147

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

In the full report: 3 background checks

  • When wayfunds.com first appeared online, and whether it can receive email
  • What kind of line 01202 855856 is
  • Who else gives the postcode BH21 7SB
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Other names (6)

If you were contacted under any of these names, it is this firm.

  • Elite Fund Administration Trading name
  • Way Investment Services Limited Former name
  • Fund Partners Former trading name
  • Investor Administration Solutions Former trading name
  • Verbatim Discretionary Managers Former trading name
  • WAY Incubator Former trading name

FCA permissions and consumer protection

  • Hold or safeguard your money · Run or oversee funds FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (2 permissions)
  • Managing an authorised AIF
  • Managing a UK UCITS

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
04011838
Company status
Active
Company type
Private limited company
Incorporated
9 June 2000 (26 years old)
Registered office
Matches the FCA register address ✓
Nature of business
  • Fund management activities (SIC 66300)

Directors and company secretaries

Name Role Born Appointed Other companies
David Arthur Kane Director Jan 1959 1 Oct 2019 None
Philippa Jane Woodman Director Jan 1964 1 Nov 2019 1 other company
Alison Jane Dean Director May 1963 7 Oct 2024 None
John David Gregory Director Feb 1983 15 Jan 2026 None

Other companies run by these 4 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other company
1
still active
1

In the full report: all 1 company, named

  • What each company does, and whether it is still trading
  • Which of these 4 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • All 25 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 March 2024Full accountsNot audited

Turnover

£6.02m

−9.6% from £6.66m

Profit before tax

−£454k

Down £88.2k from −£365k

Net assets

£327k

−38% from £530k

Cash at bank

£182k

−17% from £218k

Turnover and profit

About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

Accounts filed at Companies House for company 04011838. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

WAY Fund Managers’s history from the FCA register and Companies House, newest first.

Key events (7) All events (63)

2016

6 April 2016

  • Professional Partners Administration Limited took control (75–100% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2001

1 December 2001

  • Regulated by the Financial Services Authority from this date
  • Became authorised by the FCA

FCA register

2000

7 September 2000

  • Changed its registered name from "Way Investment Services Limited"

FCA register

9 June 2000

  • Incorporated at Companies House

Companies House

1901

1 January 1901

  • Regulated by the Investment Management Regulatory Organisation from this date

FCA register

In the full report: all 63 events

  • All 63 events in its history (7 shown here)
  • Every director appointment and resignation: 44
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Firms connected to WAY Fund Managers

Other FCA-listed firms that share a director, phone number or address with WAY Fund Managers. A link shows who the firm is tied to, not whether either can be trusted.

connected firms
3
share its postcode
3

In the full report: all 3 connected firms, named

  • How each is linked: the same postcode (3)
  • Who links each one: the named directors, with dates
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Firms like WAY Fund Managers

Other firms of the same type (investment or fund manager), nearest first.

In the Bournemouth (BH) postcode area

Charlwood IFA LimitedBournemouthAuthorisedFarley & Thompson LLPBournemouthAuthorisedAnvil Point asset Management LtdBournemouthAppointed representativeDavidson Deem LimitedFerndownAppointed representativeSelect Investment ServicesPooleAppointed representative

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on WAY Fund Managers

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 1 other company its directors have run, named
  • 3 background checks on its contact details
  • All 63 events in its history
  • 3 connected firms, named, and who links them

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Frequently asked questions about this firm

Is WAY Fund Managers Limited FCA authorised?
Yes, WAY Fund Managers Limited (FRN 194147) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since December 2001 and works as an investment or fund manager. The FCA has placed no limits on its permissions.
What is WAY Fund Managers’ phone number and website?
The FCA register lists the phone number 01202 855856 and the website wayfunds.com for WAY Fund Managers. If you were given different contact details, use these to check with the firm before going any further.
Is WAY Fund Managers a scam or clone?
WAY Fund Managers is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with WAY Fund Managers?
It is permitted to hold and control client money, which it must keep separate from its own. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about WAY Fund Managers to the Financial Ombudsman Service, free of charge.
Who owns WAY Fund Managers?
WAY Fund Managers is owned by Professional Partners Administration Limited, which holds 75–100% of shares, 75–100% of votes, can appoint and remove the board and significant influence or control, since 6 April 2016.
Who runs WAY Fund Managers?
Companies House lists 4 directors of WAY Fund Managers: David Arthur Kane, Philippa Jane Woodman, Alison Jane Dean and John David Gregory.
How long has WAY Fund Managers been in business?
The company was formed on 9 June 2000, and has held its current FCA authorisation since December 2001.
What do WAY Fund Managers’ latest accounts show?
Its latest accounts, to 31 March 2024, show turnover of £6.02m (−9.6% from £6.66m) and profit before tax of −£454k (down £88.2k from −£365k).
Does WAY Fund Managers use any other names?
It trades as Elite Fund Administration. It has previously used 5 other names, including Way Investment Services Limited, Fund Partners and Investor Administration Solutions.

Sources and links

The full report on WAY Fund Managers Limited

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