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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Jonathan James Holdaway
IRN JJH00029
- (1685)CF22 Investment Adviser (Trainee) (4 Mar 2002 to 8 Aug 2002)
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Jonathan Marc Davidson Smith
IRN JMS00052
- (1837)CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
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Jonathan Mark Berg
IRN JMB00074
- (581)CF22 Investment Adviser (Trainee) (11 Jul 2002 to 3 Jun 2003)
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Jonathan Neil McMahon
IRN JNM01081
- (1213)CF29 Significant management (11 Apr 2016 to 24 Sep 2019)
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Jonathan Paul Hill
IRN JXH00438
- (44)[FCA CF] Material risk taker (since 1 Sep 2025)
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Jonathan Philip Rosen
IRN JPR00006
- (1058)CF22 Investment Adviser (Trainee) (23 Apr 2003 to 3 Jun 2003)
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Jonathan Ralph Nightingale
IRN JRN01022
- (283)CF22 Investment Adviser (Trainee) (24 Jun 2003 to 1 Jul 2003)
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Jonathan Richard Arundel
IRN JRA01035
- (1268)CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
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Jonathan Vaughan-Williams
IRN JXV43308
- (1469)[FCA CF] Material risk taker (14 May 2024 to 23 Jan 2025)
- (1470)[FCA CF] Significant management (9 Dec 2019 to 27 Jul 2022)
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Jonathan William Hall
IRN JWH00017
- (1945)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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Michael Eddison Financial Solutions (no longer appointed)
FRN 201750 · Appointed 29 Jul 1999 · Until 3 Jun 2004
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Zenith Global Management Services Limited (no longer appointed)
FRN 193873 · Appointed 21 Jul 1999 · Until 3 Jun 2004
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J O'Brien Mortgage Services (no longer appointed)
FRN 201738 · Appointed 21 Jul 1999 · Until 3 Jun 2004
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Weald Property Management (no longer appointed)
FRN 192502 · Appointed 1 Jul 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