ST. JAMES'S PLACE UNIT TRUST GROUP LIMITED
Addresses
The contact details this firm has registered with the FCA.
-
Principal Place of Business
St. James's Place House1 Tetbury RoadCirencesterGloucestershireGL7 1FPUNITED KINGDOM- Phone
- +4401285640302
-
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.
-
Retail Investment Funds
-
Specialist Investment Funds
Approved individuals
Senior staff personally approved by the FCA to hold their roles here.
-
Linda Ann Lynch
IRN LAL00005
- (1135)CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
-
Linda Trundle
IRN LDG00001
- (1200)CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
-
Lindsay Gerrard Hopkins
IRN LXH00038
- (1982)CF21 Investment Adviser (1 Dec 2001 to 20 Dec 2002)
-
Lloyd William Randall
IRN LWR00002
- (425)CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
-
Louis McPherson Forbes
IRN LMF01032
- (1364)CF22 Investment Adviser (Trainee) (21 Oct 2003 to 23 Mar 2005)
-
Louis Petherick
IRN LXP01287
- (2192)CF28 Systems and controls (28 Jan 2009 to 28 Feb 2010)
-
Louise Ann Houghton
IRN LAT00001
- (859)CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
-
Louise Woollard
IRN LXW00050
- (1473)CF22 Investment Adviser (Trainee) (11 Jun 2003 to 11 Jun 2003)
-
Lucy Boyne-Williams
IRN LXB00843
- (37)[FCA CF] Material risk taker (since 29 Sep 2025)
- (38)[FCA CF] Significant management (since 29 Sep 2025)
-
Lucy Harriet Jones
IRN LHJ00001
- (1786)CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
-
Illingworth Associates Mortgage Division (no longer appointed)
FRN 192415 · Appointed 11 May 2000 · Until 3 Jun 2004
-
Allard Associates Mortgage Services (no longer appointed)
FRN 193691 · Appointed 11 May 2000 · Until 17 Nov 2004
-
Financial Services in Medicine (Alan Hulse) (no longer appointed)
FRN 192335 · Appointed 4 May 2000 · Until 3 Jun 2004
-
Eakin MacDonald & Associates Ltd (no longer appointed)
FRN 201749 · Appointed 4 May 2000 · Until 3 Jun 2004
-
The Pavillion Partnership Ltd (no longer appointed)
FRN 193965 · Appointed 29 Apr 2000 · Until 3 Jun 2004
-
David Martin Wealth Management Ltd (no longer appointed)
FRN 201741 · Appointed 17 Apr 2000 · Until 3 Jun 2004
Recent activity
Updates to this firm's record on the FCA register.
-
controlled function added: (84)14. Managing investments
-
controlled function added: (83)[FCA CF] CASS oversight function
-
controlled function added: (82)[FCA CF] Manager of certification employee
-
controlled function added: (81)[FCA CF] Material risk taker
-
controlled function added: (80)[FCA CF] Significant management
-
controlled function added: (79)[FCA CF] Manager of certification employee
-
controlled function added: (78)[FCA CF] Material risk taker
-
controlled function added: (77)[FCA CF] Significant management
-
controlled function added: (76)[FCA CF] Material risk taker
-
controlled function added: (75)SMF7 Group Entity Senior Manager