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.

  • Ivor Arthur Jones

    IRN IAJ00005

    • (1831)CF21 Investment Adviser (15 Apr 2003 to 3 Jun 2003)
  • Jack Moncaster

    IRN JXM00975

    • (49)[FCA CF] Significant management (since 1 Sep 2025)
    • (1622)[FCA CF] Material risk taker (22 Jan 2024 to 16 May 2025)
    • (1623)[FCA CF] Significant management (1 Feb 2022 to 16 May 2025)
  • Jacqueline Beverley Burns

    IRN JBB00018

    • (358)CF21 Investment Adviser (1 Dec 2001 to 20 Nov 2002)
  • Jacqueline Irene Greenwood

    IRN JIG00001

    • (1035)CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
  • Jafe Arif

    IRN JXA00004

    • (1648)CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
  • Jaimin Mehta

    IRN JXM00156

    • (1826)CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
  • Jamal Abdul Nasser

    IRN JXA00052

    • (46)CF21 Investment Adviser (1 Dec 2001 to 20 Dec 2002)
  • James Agnew

    IRN JXA00060

    • (442)CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
  • James Alexander Brown

    IRN JAB00082

    • (2034)CF21 Investment Adviser (1 Dec 2001 to 31 Jan 2003)
  • James Andrew George Frewer

    IRN JAF00001

    • (607)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.

  • Richard Carr (no longer appointed)

    FRN 201083 · Appointed 1 May 1995 · Until 3 Jun 2004

  • Anthony C Marangos (no longer appointed)

    FRN 179430 · Appointed 1 May 1995 · Until 3 Jun 2004

  • The Mortgage Desk (no longer appointed)

    FRN 176708 · Appointed 13 Mar 1995 · Until 3 Jun 2004

  • Lapada (no longer appointed)

    FRN 201790 · Appointed 17 Feb 1995 · Until 3 Jun 2004

  • David Staley (no longer appointed)

    FRN 176197 · Appointed 3 Feb 1995 · Until 3 Jun 2004

  • Michael Whitewood (no longer appointed)

    FRN 176198 · Appointed 3 Feb 1995 · Until 3 Jun 2004

  • Royle Consulting Group (no longer appointed)

    FRN 178324 · Appointed 1 Feb 1995 · Until 3 Jun 2004

  • Olmec Securities Ltd (no longer appointed)

    FRN 178313 · Appointed 1 Jan 1995 · Until 3 Jun 2004

  • Telcourt (no longer appointed)

    FRN 183794 · Appointed 1 Jan 1995 · Until 3 Jun 2004

  • Retirement Care Group (no longer appointed)

    FRN 181748 · Appointed 30 Nov 1994 · Until 3 Jun 2004

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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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