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.
-
Ivor Arthur Jones
IRN IAJ00005
- (1831)CF21 Investment Adviser (15 Apr 2003 to 3 Jun 2003)
-
Jack Moncaster
IRN JXM00975
- (49)[FCA CF] Significant management (since 1 Sep 2025)
- (1622)[FCA CF] Material risk taker (22 Jan 2024 to 16 May 2025)
- (1623)[FCA CF] Significant management (1 Feb 2022 to 16 May 2025)
-
Jacqueline Beverley Burns
IRN JBB00018
- (358)CF21 Investment Adviser (1 Dec 2001 to 20 Nov 2002)
-
Jacqueline Irene Greenwood
IRN JIG00001
- (1035)CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
-
Jafe Arif
IRN JXA00004
- (1648)CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
-
Jaimin Mehta
IRN JXM00156
- (1826)CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
-
Jamal Abdul Nasser
IRN JXA00052
- (46)CF21 Investment Adviser (1 Dec 2001 to 20 Dec 2002)
-
James Agnew
IRN JXA00060
- (442)CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
-
James Alexander Brown
IRN JAB00082
- (2034)CF21 Investment Adviser (1 Dec 2001 to 31 Jan 2003)
-
James Andrew George Frewer
IRN JAF00001
- (607)CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
-
Baylis Financial Services (no longer appointed)
FRN 184947 · Appointed 1 May 1997 · Until 3 Jun 2004
-
Charnwood Mortgage Services (no longer appointed)
FRN 191931 · Appointed 18 Apr 1997 · Until 17 Nov 2004
-
Capital Conservation Company (no longer appointed)
FRN 183607 · Appointed 21 Mar 1997 · Until 3 Jun 2004
-
Garry Turner Associates Ltd (no longer appointed)
FRN 184028 · Appointed 12 Mar 1997 · Until 3 Jun 2004
-
Kaizen Facilities & Mortgage Services (no longer appointed)
FRN 182893 · Appointed 6 Jan 1997 · 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