ST. JAMES'S PLACE UNIT TRUST GROUP LIMITED

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Addresses

The contact details this firm has registered with the FCA.

The regulated activities the FCA has granted this firm permission to carry out.

Senior staff personally approved by the FCA to hold their roles here.

Mary Ruth Duffy
IRN MRD00003
- (578)CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
Masood Ul Haque
IRN MUH00001
- (640)CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
Mathew David Greenlay
IRN MXG00885
- (43)[FCA CF] Significant management (since 22 Sep 2025)
Mathew Demetri
IRN MXD00008
- (1009)CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
Matthew Alexander Birley
IRN MXB00171
- (1476)CF22 Investment Adviser (Trainee) (2 Jun 2003 to 3 Jun 2003)
Matthew David Kelly
IRN MDK00002
- (339)CF21 Investment Adviser (1 Dec 2001 to 21 May 2003)
Matthew James Edwards
IRN MJE00024
- (2060)CF21 Investment Adviser (1 Dec 2001 to 29 Jan 2002)
Matthew James Evans
IRN MJE00003
- (251)CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
Matthew Osagie Abumenre Osobase
IRN MAO00004
- (186)CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
Matthew Phillip Smith
IRN MXS05309
- (1)[FCA CF] Material risk taker (since 1 Jan 2026)
- (2)[FCA CF] Significant management (since 2 Jun 2025)

Smaller firms operating under this firm's FCA authorisation.

Protect Tax and Trust Services Ltd (no longer appointed)
FRN 211110 · Appointed 16 Apr 2002 · Until 3 Jun 2004
Premium Accounting & Training Services (no longer appointed)
FRN 201272 · Appointed 16 Apr 2002 · Until 3 Jun 2004
The Strategic Alliance Group Ltd (no longer appointed)
FRN 211106 · Appointed 16 Apr 2002 · Until 3 Jun 2004
Exit Strategy Planning Ltd (no longer appointed)
FRN 211116 · Appointed 16 Apr 2002 · Until 3 Jun 2004
Paul McCaughey (no longer appointed)
FRN 211118 · Appointed 16 Apr 2002 · Until 3 Jun 2004
Omega Management Ltd (no longer appointed)
FRN 207134 · Appointed 1 Nov 2001 · Until 3 Jun 2004
Motley Wealth Management Limited (no longer appointed)
FRN 207119 · Appointed 30 Oct 2001 · Until 3 Jun 2004
Ian Fraser (no longer appointed)
FRN 207123 · Appointed 30 Oct 2001 · Until 3 Jun 2004
Raymond H Matthews (no longer appointed)
FRN 207125 · Appointed 30 Oct 2001 · Until 3 Jun 2004
Ellis Financial Management (no longer appointed)
FRN 207127 · Appointed 30 Oct 2001 · Until 3 Jun 2004

Updates to this firm's record on the FCA register.

5 hours ago
controlled function added: (74)SMF24 Chief Operations
5 hours ago
controlled function added: (73)SMF18 Other Overall Responsibility
5 hours ago
controlled function added: (72)[FCA CF] Manager of certification employee
5 hours ago
controlled function added: (71)[FCA CF] Material risk taker
5 hours ago
controlled function added: (70)SMF7 Group Entity Senior Manager
5 hours ago
controlled function added: (69)SMF5 Head of Internal Audit
5 hours ago
controlled function added: (68)SMF18 Other Overall Responsibility
5 hours ago
controlled function added: (67)SMF1 Chief Executive
5 hours ago
controlled function added: (66)SMF3 Executive Director
5 hours ago
controlled function added: (65)SMF18 Other Overall Responsibility

A quick guide to the terms on this page.

The FCA: The Financial Conduct Authority is the UK's regulator for banking, lending, insurance, investments and payments. Any firm offering these services has to be authorised by the FCA.
Permissions: The specific regulated activities a firm is allowed to carry out, like advising on insurance, lending money or arranging investments. Anything outside this list isn't covered.
Approved individuals: Senior staff (directors, compliance officers and similar) have to be approved by the FCA personally before they can take up the role. They're held accountable for the firm's conduct.
Appointed representatives: Smaller firms can do regulated business under another firm's authorisation rather than getting their own. The bigger firm (the 'principal') is legally on the hook for what they do.

Information on this page is sourced from the official FCA register.