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.

  • James Henry Courtman

    IRN JHC01142

    • (13)14. Managing investments
    • (14)[FCA CF] Client dealing (since 4 Apr 2025)
    • (15)[FCA CF] Functions requiring qualifications (since 4 Apr 2025)
    • (1408)[FCA CF] Significant management (20 Dec 2022 to 1 Jun 2024)
  • James John Nolan

    IRN JJN00001

    • (985)CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
  • James Joly

    IRN JXJ00033

    • (2026)CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
  • James Joseph Gleeson

    IRN JJG01051

    • (122)CF22 Investment Adviser (Trainee) (24 May 2002 to 3 Jun 2003)
  • James Joseph Reid

    IRN JJR00023

    • (912)CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2002)
  • James McEleney

    IRN JXM00240

    • (490)CF21 Investment Adviser (1 Dec 2001 to 22 May 2003)
  • James Michael Wring

    IRN JMW00015

    • (2015)CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
  • James Neill Beaton

    IRN JNB00009

    • (204)CF21 Investment Adviser (1 Dec 2001 to 6 Dec 2001)
  • James O'Brien

    IRN JXO00034

    • (520)CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
  • James O'Shea

    IRN JXO00028

    • (477)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.

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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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