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)
Show more

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

  • Richard Carr (no longer appointed)

    FRN 201083 · Appointed 1 May 1995 · Until 3 Jun 2004

  • Anthony C Marangos (no longer appointed)

    FRN 179430 · Appointed 1 May 1995 · Until 3 Jun 2004

  • The Mortgage Desk (no longer appointed)

    FRN 176708 · Appointed 13 Mar 1995 · Until 3 Jun 2004

  • Lapada (no longer appointed)

    FRN 201790 · Appointed 17 Feb 1995 · Until 3 Jun 2004

  • David Staley (no longer appointed)

    FRN 176197 · Appointed 3 Feb 1995 · Until 3 Jun 2004

  • Michael Whitewood (no longer appointed)

    FRN 176198 · Appointed 3 Feb 1995 · Until 3 Jun 2004

  • Royle Consulting Group (no longer appointed)

    FRN 178324 · Appointed 1 Feb 1995 · Until 3 Jun 2004

  • Olmec Securities Ltd (no longer appointed)

    FRN 178313 · Appointed 1 Jan 1995 · Until 3 Jun 2004

  • Telcourt (no longer appointed)

    FRN 183794 · Appointed 1 Jan 1995 · Until 3 Jun 2004

  • Retirement Care Group (no longer appointed)

    FRN 181748 · Appointed 30 Nov 1994 · Until 3 Jun 2004

Show more

Recent activity

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

  1. controlled function added: (54)[FCA CF] Material risk taker

  2. controlled function added: (53)[FCA CF] Material risk taker

  3. controlled function added: (52)[FCA CF] Material risk taker

  4. controlled function added: (51)[FCA CF] Significant management

  5. controlled function added: (50)[FCA CF] Material risk taker

  6. controlled function added: (49)[FCA CF] Significant management

  7. controlled function added: (48)[FCA CF] Significant management

  8. controlled function added: (47)[FCA CF] Material risk taker

  9. controlled function added: (46)[FCA CF] Functions requiring qualifications

  10. controlled function added: (45)4. Giving personal recommendations on retail investment products which are not broker funds

Show more