ST. JAMES'S PLACE UNIT TRUST GROUP LIMITED
Addresses
The contact details this firm has registered with the FCA.
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Principal Place of Business
St. James's Place House1 Tetbury RoadCirencesterGloucestershireGL7 1FPUNITED KINGDOM- Phone
- +4401285640302
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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.
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Retail Investment Funds
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Specialist Investment Funds
Approved individuals
Senior staff personally approved by the FCA to hold their roles here.
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Justin Paul Yates
IRN JPY01004
- (2031)CF22 Investment Adviser (Trainee) (1 Apr 2003 to 3 Jun 2003)
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Justin Robert Edwards
IRN JRE00004
- (1723)CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
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Justin Roger France
IRN JRI00004
- (1895)CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
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Justin Stewart Perkins
IRN JSP00029
- (357)CF22 Investment Adviser (Trainee) (1 Dec 2001 to 21 Feb 2002)
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Kai Tong Wong
IRN KTW00001
- (2123)CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
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Kamran Khanverdi
IRN KXK00011
- (644)CF21 Investment Adviser (12 Sep 2002 to 3 Jun 2003)
- (643)CF22 Investment Adviser (Trainee) (1 Dec 2001 to 12 Sep 2002)
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Karen Hardie Montgomery-Wood
IRN KHM00008
- (1130)CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
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Karen Jane Stevens
IRN KXS43307
- (1445)[FCA CF] Significant management (9 Dec 2019 to 5 Jan 2026)
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Karen Jean Drinkwater
IRN KJD00023
- (781)CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
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Karen McArthur-White
IRN KXW00032
- (1994)CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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The Total Financial Services Company Ltd (no longer appointed)
FRN 193876 · Appointed 29 Sep 1999 · Until 3 Jun 2004
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AVW Mortgages (Alan Wiseman) (no longer appointed)
FRN 192337 · Appointed 27 Sep 1999 · Until 3 Jun 2004
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Michael Hocking Associates (no longer appointed)
FRN 193990 · Appointed 27 Sep 1999 · Until 3 Jun 2004
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Michael D Allen & Associates (no longer appointed)
FRN 192462 · Appointed 27 Sep 1999 · Until 3 Jun 2004
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Danhus Insurance Services (no longer appointed)
FRN 192453 · Appointed 27 Sep 1999 · Until 21 May 2002
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Braddock Thornton Wealth Management (no longer appointed)
FRN 192479 · Appointed 27 Sep 1999 · Until 3 Jun 2004
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Key Wealth Management Ltd (no longer appointed)
FRN 201724 · Appointed 15 Sep 1999 · Until 3 Jun 2004
Recent activity
Updates to this firm's record on the FCA register.
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trading name added: Bishopsgate Progressive Unit Trust Management Company Limited
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controlled function added: (103)SMF4 Chief Risk
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controlled function added: (102)SMF7 Group Entity Senior Manager
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controlled function added: (101)SMF7 Group Entity Senior Manager
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controlled function added: (100)SMF7 Group Entity Senior Manager
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controlled function added: (99)SMF24 Chief Operations
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controlled function added: (98)SMF18 Other Overall Responsibility
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controlled function added: (97)SMF7 Group Entity Senior Manager
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controlled function added: (96)SMF16 Compliance Oversight
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controlled function added: (95)SMF9 Chair of the Governing Body