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.
-
Jonathan James Holdaway
IRN JJH00029
- (1685)CF22 Investment Adviser (Trainee) (4 Mar 2002 to 8 Aug 2002)
-
Jonathan Marc Davidson Smith
IRN JMS00052
- (1837)CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
-
Jonathan Mark Berg
IRN JMB00074
- (581)CF22 Investment Adviser (Trainee) (11 Jul 2002 to 3 Jun 2003)
-
Jonathan Neil McMahon
IRN JNM01081
- (1213)CF29 Significant management (11 Apr 2016 to 24 Sep 2019)
-
Jonathan Paul Hill
IRN JXH00438
- (44)[FCA CF] Material risk taker (since 1 Sep 2025)
-
Jonathan Philip Rosen
IRN JPR00006
- (1058)CF22 Investment Adviser (Trainee) (23 Apr 2003 to 3 Jun 2003)
-
Jonathan Ralph Nightingale
IRN JRN01022
- (283)CF22 Investment Adviser (Trainee) (24 Jun 2003 to 1 Jul 2003)
-
Jonathan Richard Arundel
IRN JRA01035
- (1268)CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
-
Jonathan Vaughan-Williams
IRN JXV43308
- (1469)[FCA CF] Material risk taker (14 May 2024 to 23 Jan 2025)
- (1470)[FCA CF] Significant management (9 Dec 2019 to 27 Jul 2022)
-
Jonathan William Hall
IRN JWH00017
- (1945)CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
-
Universal Personnel Services Ltd (no longer appointed)
FRN 192506 · Appointed 18 Oct 1999 · Until 22 Jul 2003
-
Executive & Corporate Mortgagtes (Alistair Coomer) (no longer appointed)
FRN 193689 · Appointed 13 Oct 1999 · Until 3 Jun 2004
-
Dave Wollacott Mortgage Services (no longer appointed)
FRN 192454 · Appointed 13 Oct 1999 · Until 20 Aug 2003
-
David James Accountants Ltd (no longer appointed)
FRN 201739 · Appointed 11 Oct 1999 · Until 3 Jun 2004
-
Sol Management Services Ltd (no longer appointed)
FRN 193955 · Appointed 8 Oct 1999 · Until 3 Jun 2004
-
Hallmark Financial Planning (Clive Hall) (no longer appointed)
FRN 192438 · Appointed 1 Oct 1999 · 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