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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Julian Anthony Guymer
IRN JAG00033
- (1447)CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
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Julian Roy Trumper
IRN JRT00019
- (1756)CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
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Julian Stephen Travis
IRN JST00006
- (1046)CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
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Julian William White
IRN JWW00020
- (1534)CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
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Julie Anne Tait Van Leer
IRN JAV00008
- (611)CF21 Investment Adviser (1 Dec 2001 to 31 Jan 2002)
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Julie Elizabeth Dodds
IRN JED00018
- (621)CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
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Julie Fay Shew
IRN JFS00012
- (1495)CF21 Investment Adviser (12 Sep 2002 to 3 Jun 2003)
- (1494)CF22 Investment Adviser (Trainee) (1 Dec 2001 to 12 Sep 2002)
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Julie Patricia Watkins
IRN JPS00058
- (203)CF21 Investment Adviser (12 Sep 2002 to 3 Jun 2003)
- (202)CF22 Investment Adviser (Trainee) (1 Dec 2001 to 12 Sep 2002)
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Juliet McKelvie
IRN JXB00016
- (1613)CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
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Justin Chukwuma Onuekwusi
IRN JCO01033
- (66)SMF3 Executive Director (since 7 May 2026)
- (67)SMF1 Chief Executive (since 7 May 2026)
- (1986)SMF18 Other Overall Responsibility (29 May 2025 to 7 May 2026)
- (1990)[FCA CF] Functions requiring qualifications (4 Apr 2025 to 16 May 2025)
- (1989)[FCA CF] Manager of certification employee (4 Oct 2023 to 30 May 2025)
- (1988)[FCA CF] Material risk taker (4 Oct 2023 to 30 May 2025)
- (1991)[FCA CF] Significant management (4 Oct 2023 to 30 May 2025)
- (1987)[FCA CF] Client dealing (4 Oct 2023 to 30 May 2025)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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DBP Management Associates Ltd (no longer appointed)
FRN 201742 · Appointed 23 Jun 1999 · Until 3 Jun 2004
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Wold Insurance Services Limited (no longer appointed)
FRN 193875 · Appointed 17 Jun 1999 · Until 17 May 2002
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Castle Mortgage Services (no longer appointed)
FRN 201732 · Appointed 10 Jun 1999 · Until 23 Apr 2002
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Millview Financial Services (no longer appointed)
FRN 192465 · Appointed 9 Jun 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