ST. JAMES'S PLACE UNIT TRUST GROUP LIMITED

Date authorised
1 April 2013
Companies House
00947644
Last scraped
3 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    St. James's Place House
    1 Tetbury Road
    Cirencester
    Gloucestershire
    GL7 1FP
    UNITED KINGDOM
    Phone
    +4401285640302
    Web
    https://www.sjp.co.uk

  • Complaints Contact

    St. James's Place House
    1 Tetbury Road
    Cirencester
    Gloucestershire
    GL7 1FP
    UNITED 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.

  • Julian Anthony Guymer

    IRN JAG00033

    • (1447)CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
  • Julian Roy Trumper

    IRN JRT00019

    • (1756)CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
  • Julian Stephen Travis

    IRN JST00006

    • (1046)CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
  • Julian William White

    IRN JWW00020

    • (1534)CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
  • Julie Anne Tait Van Leer

    IRN JAV00008

    • (611)CF21 Investment Adviser (1 Dec 2001 to 31 Jan 2002)
  • Julie Elizabeth Dodds

    IRN JED00018

    • (621)CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
  • 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)
  • 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)
  • Juliet McKelvie

    IRN JXB00016

    • (1613)CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
  • 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)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

  • Michael Elmer (no longer appointed)

    FRN 163977 · Appointed 1 Jan 1993 · Until 5 Dec 2003

  • ZW Ellis (no longer appointed)

    FRN 163906 · Appointed 1 Jan 1993 · Until 3 Jun 2004

  • Commercial Marketing Services (no longer appointed)

    FRN 178947 · Appointed 1 Jan 1993 · Until 3 Jun 2004

  • HJ Burt (no longer appointed)

    FRN 161323 · Appointed 1 Jan 1993 · Until 3 Jun 2004

  • Henry George Beeby (no longer appointed)

    FRN 163896 · Appointed 1 Jan 1993 · Until 8 Aug 2003

  • John Grant (no longer appointed)

    FRN 164497 · Appointed 1 Jan 1993 · Until 3 Jun 2004

  • Brian A Marshall (no longer appointed)

    FRN 163902 · Appointed 1 Jan 1993 · Until 3 Jun 2004

  • Where Theres A Will (no longer appointed)

    FRN 200861 · Appointed 1 Dec 1992 · Until 3 Jun 2004

  • Lavinia Susan Keywood (no longer appointed)

    FRN 200879 · Appointed 25 Nov 1992 · Until 3 Jun 2004

  • Davis White & Perry (no longer appointed)

    FRN 192509 · Appointed 16 Oct 1992 · Until 3 Jun 2004

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Recent activity

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

  1. controlled function added: (64)[FCA CF] Significant management

  2. controlled function added: (63)[FCA CF] Material risk taker

  3. controlled function added: (62)[FCA CF] Significant management

  4. controlled function added: (61)[FCA CF] Material risk taker

  5. controlled function added: (60)[FCA CF] Significant management

  6. controlled function added: (59)[FCA CF] Material risk taker

  7. controlled function added: (58)Director of firm who is not a certification employee or a SMF manager

  8. controlled function added: (57)[FCA CF] Manager of certification employee

  9. controlled function added: (56)[FCA CF] Significant management

  10. controlled function added: (55)[FCA CF] Material risk taker

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