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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Justin Paul Yates
IRN JPY01004
- (2031)CF22 Investment Adviser (Trainee) (1 Apr 2003 to 3 Jun 2003)
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Justin Robert Edwards
IRN JRE00004
- (1723)CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
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Justin Roger France
IRN JRI00004
- (1895)CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
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Justin Stewart Perkins
IRN JSP00029
- (357)CF22 Investment Adviser (Trainee) (1 Dec 2001 to 21 Feb 2002)
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Kai Tong Wong
IRN KTW00001
- (2123)CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
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Kamran Khanverdi
IRN KXK00011
- (644)CF21 Investment Adviser (12 Sep 2002 to 3 Jun 2003)
- (643)CF22 Investment Adviser (Trainee) (1 Dec 2001 to 12 Sep 2002)
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Karen Hardie Montgomery-Wood
IRN KHM00008
- (1130)CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
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Karen Jane Stevens
IRN KXS43307
- (1445)[FCA CF] Significant management (9 Dec 2019 to 5 Jan 2026)
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Karen Jean Drinkwater
IRN KJD00023
- (781)CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
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Karen McArthur-White
IRN KXW00032
- (1994)CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Ray H Bennett & Co Mortgage & Administration Services (no longer appointed)
FRN 201938 · Appointed 6 Nov 1999 · Until 3 Jun 2004
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Fletcher Financial Services Ltd (no longer appointed)
FRN 201768 · Appointed 6 Nov 1999 · Until 3 Jun 2004
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Adytum Consulting Limited (no longer appointed)
FRN 193687 · Appointed 6 Nov 1999 · Until 23 Apr 2003
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Advocate Client Services (no longer appointed)
FRN 193686 · Appointed 27 Oct 1999 · Until 3 Jun 2004
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Dalby Financial Services (no longer appointed)
FRN 193986 · Appointed 23 Oct 1999 · Until 3 Jun 2004
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Paul D Howe Financial Services (no longer appointed)
FRN 192480 · Appointed 22 Oct 1999 · Until 3 Jun 2004
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Mortgage Helpline (Clive Green) (no longer appointed)
FRN 192437 · Appointed 19 Oct 1999 · Until 3 Jun 2004
Recent activity
Updates to this firm's record on the FCA register.
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controlled function added: (84)14. Managing investments
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controlled function added: (83)[FCA CF] CASS oversight function
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controlled function added: (82)[FCA CF] Manager of certification employee
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controlled function added: (81)[FCA CF] Material risk taker
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controlled function added: (80)[FCA CF] Significant management
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controlled function added: (79)[FCA CF] Manager of certification employee
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controlled function added: (78)[FCA CF] Material risk taker
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controlled function added: (77)[FCA CF] Significant management
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controlled function added: (76)[FCA CF] Material risk taker
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controlled function added: (75)SMF7 Group Entity Senior Manager