ST. JAMES'S PLACE UNIT TRUST GROUP LIMITED
Addresses
The contact details this firm has registered with the FCA.
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Principal Place of Business
St. James's Place House1 Tetbury RoadCirencesterGloucestershireGL7 1FPUNITED KINGDOM- Phone
- +4401285640302
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Complaints Contact
St. James's Place House1 Tetbury RoadCirencesterGloucestershireGL7 1FPUNITED KINGDOM- Phone
- +441285640302
What this firm is allowed to do
The regulated activities the FCA has granted this firm permission to carry out.
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Retail Investment Funds
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Specialist Investment Funds
Approved individuals
Senior staff personally approved by the FCA to hold their roles here.
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Lydia Ellen McBride
IRN LEA00001
- (1664)CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
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Lyle Stewart Watson
IRN LSW00002
- (855)CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
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Lyn Baker
IRN LXB00009
- (138)CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
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Lyn Mary Grobler
IRN LXG00392
- (74)SMF24 Chief Operations (since 5 Jun 2025)
- (1939)[FCA CF] Material risk taker (2 Jun 2025 to 11 Jun 2025)
- (1941)[FCA CF] Significant management (2 Jun 2025 to 11 Jun 2025)
- (1940)[FCA CF] Manager of certification employee (2 Jun 2025 to 11 Jun 2025)
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Lynn Tracey Anderson
IRN LTA00001
- (1302)CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
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Madeleine Masson
IRN MXM01831
- (565)CF22 Investment Adviser (Trainee) (2 Jun 2003 to 3 Jun 2003)
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Malachy James Loughran
IRN MJL00019
- (466)CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
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Malcolm Jackson
IRN MXJ00004
- (1310)CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
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Malcolm John Frost
IRN MJF00091
- (1762)CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
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Malcolm Jones
IRN MXJ00020
- (211)CF21 Investment Adviser (12 Sep 2002 to 3 Jun 2003)
- (210)CF22 Investment Adviser (Trainee) (11 Feb 2002 to 12 Sep 2002)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Simon Preston Associates (no longer appointed)
FRN 194002 · Appointed 17 May 2000 · Until 3 Jun 2004
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Stevenson Price Insurance Brokers Limited (no longer appointed)
FRN 118721 · Appointed 17 May 2000 · Until 3 Jun 2004
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The Mortgage Sourcing Group (no longer appointed)
FRN 194056 · Appointed 17 May 2000 · Until 3 Jun 2004
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Credo Financial Solutions (UK) Ltd (no longer appointed)
FRN 193916 · Appointed 12 May 2000 · Until 3 Mar 2004
Recent activity
Updates to this firm's record on the FCA register.
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controlled function added: (94)SMF7 Group Entity Senior Manager
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controlled function added: (93)SMF7 Group Entity Senior Manager
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controlled function added: (92)SMF17 Money Laundering Reporting Officer (MLRO)
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controlled function added: (91)SMF2 Chief Finance
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controlled function added: (90)SMF3 Executive Director
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controlled function added: (89)[FCA CF] Significant management
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controlled function added: (88)[FCA CF] Functions requiring qualifications
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controlled function added: (87)[FCA CF] Manager of certification employee
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controlled function added: (86)[FCA CF] Material risk taker
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controlled function added: (85)[FCA CF] Client dealing