ST. JAMES'S PLACE UNIT TRUST GROUP LIMITED

Date authorised
1 April 2013
Companies House
00947644
Last scraped
3 weeks ago
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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.

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Recent activity

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

  1. trading name added: Bishopsgate Progressive Unit Trust Management Company Limited

  2. controlled function added: (103)SMF4 Chief Risk

  3. controlled function added: (102)SMF7 Group Entity Senior Manager

  4. controlled function added: (101)SMF7 Group Entity Senior Manager

  5. controlled function added: (100)SMF7 Group Entity Senior Manager

  6. controlled function added: (99)SMF24 Chief Operations

  7. controlled function added: (98)SMF18 Other Overall Responsibility

  8. controlled function added: (97)SMF7 Group Entity Senior Manager

  9. controlled function added: (96)SMF16 Compliance Oversight

  10. controlled function added: (95)SMF9 Chair of the Governing Body

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