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.

  • Jane Anne Finnerty

    IRN JAF01105

    • (1159)CF21 Investment Adviser (18 Jun 2003 to 18 Jun 2003)
    • (1158)CF22 Investment Adviser (Trainee) (13 Dec 2002 to 18 Jun 2003)
  • Jane Ballantyne

    IRN JXB00200

    • (2127)CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
  • Jane Elizabeth Bownas

    IRN JEB00006

    • (1846)CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
  • Jane Rachel Patricia McTigue

    IRN JRM01089

    • (2140)CF10 Compliance Oversight (16 Aug 2004 to 31 Mar 2012)
  • Janine Edwards

    IRN JXC00188

    • (2030)CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
  • Jared Whitehouse

    IRN JXW01952

    • (1539)[FCA CF] Material risk taker (1 Jan 2022 to 31 Oct 2025)
    • (1541)[FCA CF] Significant management (10 Jun 2020 to 31 Oct 2025)
    • (1540)[FCA CF] Manager of certification employee (10 Jun 2020 to 31 Oct 2025)
    • (1535)SMF5 Head of Internal Audit (9 Dec 2019 to 16 Sep 2020)
    • (1536)CF28 Systems and controls (1 Jan 2018 to 8 Dec 2019)
    • (1537)CF11 Money Laundering Reporting (19 Aug 2008 to 31 Mar 2012)
    • (1538)CF10 Compliance Oversight (11 Feb 2008 to 21 Aug 2015)
  • Jason Benjamin Bleanch

    IRN JBB00009

    • (2036)CF21 Investment Adviser (1 Dec 2001 to 18 Dec 2002)
  • Jason Hale

    IRN JXH00135

    • (1706)CF21 Investment Adviser (30 Jan 2003 to 3 Jun 2003)
    • (1705)CF22 Investment Adviser (Trainee) (4 Apr 2002 to 30 Jan 2003)
  • Jason Keith Wheelhouse

    IRN JKW00007

    • (157)CF21 Investment Adviser (1 Dec 2001 to 18 Feb 2002)
  • Jason Mark Manley

    IRN JMM00007

    • (1067)CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
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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: (24)[FCA CF] Material risk taker

  2. controlled function added: (23)[FCA CF] Significant management

  3. controlled function added: (22)[FCA CF] Material risk taker

  4. controlled function added: (21)[FCA CF] Significant management

  5. controlled function added: (20)[FCA CF] Material risk taker

  6. controlled function added: (19)[FCA CF] Significant management

  7. controlled function added: (18)[FCA CF] Functions requiring qualifications

  8. controlled function added: (17)[FCA CF] Client dealing

  9. controlled function added: (16)14. Managing investments

  10. controlled function added: (15)[FCA CF] Functions requiring qualifications

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