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.
-
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)
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: (54)[FCA CF] Material risk taker
-
controlled function added: (53)[FCA CF] Material risk taker
-
controlled function added: (52)[FCA CF] Material risk taker
-
controlled function added: (51)[FCA CF] Significant management
-
controlled function added: (50)[FCA CF] Material risk taker
-
controlled function added: (49)[FCA CF] Significant management
-
controlled function added: (48)[FCA CF] Significant management
-
controlled function added: (47)[FCA CF] Material risk taker
-
controlled function added: (46)[FCA CF] Functions requiring qualifications
-
controlled function added: (45)4. Giving personal recommendations on retail investment products which are not broker funds