WestBridge Fund Managers Limited

Reference number: 171315

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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 westbridge.co.uk first appeared online, and whether it can receive email
  • What kind of line 0333 240 6500 is
  • Who else gives the postcode CF10 4AZ
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Other names (5)

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

  • WestBridge Trading name
  • WestBridge Capital Trading name
  • WFM Trading name
  • Wales Fund Manager Ltd Former name
  • Wales Fund Managers Ltd Former name

FCA permissions and consumer protection

  • 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 (1 permission)
  • Managing an unauthorised AIF

Limits on what they may do

  • Venture Capital Business Only
    The firm must not conduct designated investment business other than Venture Capital business.
One supervisory condition set by the FCA

These are conditions the FCA places on the firm itself, covering things like capital it must hold and what it must report. They do not change what the firm may do for you.

  • Small Authorised UK AIFM (Sub-Threshold)
    The total value of assets under management by the firm must not exceed the relevant threshold as set out in Article 3(2) of AIFMD (as determined under Chapter II, section I of the AIFMD level 2 regulation). In the event that the relevant threshold is breached, the firm must submit an application for authorisation as a Full-scope UK AIFM to the FCA

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
02914364
Company status
Active
Company type
Private limited company
Incorporated
30 March 1994 (32 years old)
Registered office
Capital Building, Tyndall Street, Cardiff, CF10 4AZ, Wales
Nature of business
  • Activities of venture and development capital companies (SIC 64303)

Directors and company secretaries

Name Role Born Appointed Other companies
Valerie Claire Kendall Director Feb 1969 22 Jul 2008 25 other companies
James Christopher Wakefield Director Dec 1966 22 Jul 2008 13 other companies
Guy Davies Director Jan 1966 22 Jul 2008 26 other companies
Paul William Dickson Director Oct 1968 7 Nov 2023 1 other company
Peter William Barkley Director Mar 1989 7 Nov 2023 35 other companies
Timothy Peter Graham Whittard Director May 1968 7 Nov 2023 1 other company
Lynne Louise Morris Secretary Not published 1 Sep 2010 –

Other companies run by these 6 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 companies
76
closed down
16
run together
22

In the full report: all 76 companies, named

  • What each company does, and whether it is still trading
  • Which of these 6 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 22 companies these 6 directors run together
  • All 19 people who have ever been directors, with their dates
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Key dates in its history

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

Key events (11) All events (52)

2017

11 March 2017

  • Westbridge Capital LLP took control (75–100% of shares)

Companies House

2014

8 April 2014

  • FCA imposed a requirement (Small Authorised UK AIFM (Sub-Threshold))

FCA register

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2009

1 July 2009

  • Changed its registered name from "Wales Fund Managers Ltd"

FCA register

2008

22 July 2008

  • Board replaced: all 3 directors left and 3 new directors took over

Companies House

2002

24 October 2002

  • FCA imposed a requirement (Venture Capital Business Only)

FCA register

2001

1 December 2001

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

FCA register

1997

6 March 1997

  • Changed its registered name from "Wales Fund Manager Ltd"

FCA register

1994

30 March 1994

  • 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 52 events

  • All 52 events in its history (11 shown here)
  • Every director appointment and resignation: 34
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Firms like WestBridge Fund Managers

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In Cardiff

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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 WestBridge Fund Managers

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

  • 76 other companies its directors have run, named
  • 3 background checks on its contact details
  • All 52 events in its history

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Frequently asked questions about this firm

Is WestBridge Fund Managers Limited FCA authorised?
Yes, WestBridge Fund Managers Limited (FRN 171315) 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 a limit on what it may do.
What is WestBridge Fund Managers’ phone number and website?
The FCA register lists the phone number 0333 240 6500 and the website westbridge.co.uk for WestBridge Fund Managers. If you were given different contact details, use these to check with the firm before going any further.
Is WestBridge Fund Managers a scam or clone?
WestBridge 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 WestBridge Fund Managers?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about WestBridge Fund Managers to the Financial Ombudsman Service, free of charge.
Who owns WestBridge Fund Managers?
WestBridge Fund Managers is owned by Westbridge Capital LLP, which holds 75–100% of shares, since 11 March 2017.
Who runs WestBridge Fund Managers?
Companies House lists 6 directors of WestBridge Fund Managers: Valerie Claire Kendall, James Christopher Wakefield, Guy Davies, Paul William Dickson, Peter William Barkley and Timothy Peter Graham Whittard.
How long has WestBridge Fund Managers been in business?
The company was formed on 30 March 1994, and has held its current FCA authorisation since December 2001.
Does WestBridge Fund Managers use any other names?
It trades as WestBridge, WestBridge Capital and WFM. It has previously used 2 other names: Wales Fund Manager Ltd and Wales Fund Managers Ltd.

Sources and links

The full report on WestBridge Fund Managers Limited

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