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.

  • Lydia Ellen McBride

    IRN LEA00001

    • (1664)CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
  • Lyle Stewart Watson

    IRN LSW00002

    • (855)CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
  • Lyn Baker

    IRN LXB00009

    • (138)CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
  • Lyn Mary Grobler

    IRN LXG00392

    • (74)SMF24 Chief Operations (since 5 Jun 2025)
    • (1939)[FCA CF] Material risk taker (2 Jun 2025 to 11 Jun 2025)
    • (1941)[FCA CF] Significant management (2 Jun 2025 to 11 Jun 2025)
    • (1940)[FCA CF] Manager of certification employee (2 Jun 2025 to 11 Jun 2025)
  • Lynn Tracey Anderson

    IRN LTA00001

    • (1302)CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
  • Madeleine Masson

    IRN MXM01831

    • (565)CF22 Investment Adviser (Trainee) (2 Jun 2003 to 3 Jun 2003)
  • Malachy James Loughran

    IRN MJL00019

    • (466)CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
  • Malcolm Jackson

    IRN MXJ00004

    • (1310)CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
  • Malcolm John Frost

    IRN MJF00091

    • (1762)CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
  • Malcolm Jones

    IRN MXJ00020

    • (211)CF21 Investment Adviser (12 Sep 2002 to 3 Jun 2003)
    • (210)CF22 Investment Adviser (Trainee) (11 Feb 2002 to 12 Sep 2002)
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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: (34)[FCA CF] Significant management

  2. controlled function added: (33)[FCA CF] Material risk taker

  3. controlled function added: (32)[FCA CF] Significant management

  4. controlled function added: (31)[FCA CF] Functions requiring qualifications

  5. controlled function added: (30)[FCA CF] Manager of certification employee

  6. controlled function added: (29)[FCA CF] Material risk taker

  7. controlled function added: (28)[FCA CF] Client dealing

  8. controlled function added: (27)14. Managing investments

  9. controlled function added: (26)[FCA CF] Significant management

  10. controlled function added: (25)[FCA CF] Manager of certification employee

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