ST. JAMES'S PLACE UNIT TRUST GROUP LIMITED
Addresses
The contact details this firm has registered with the FCA.
-
Principal Place of Business
St. James's Place House1 Tetbury RoadCirencesterGloucestershireGL7 1FPUNITED KINGDOM- Phone
- +4401285640302
-
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.
-
Retail Investment Funds
-
Specialist Investment Funds
Approved individuals
Senior staff personally approved by the FCA to hold their roles here.
-
Paul Kember Shippard
IRN PKS00001
- (540)CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
-
Paul Kevin Hill
IRN PKH00008
- (1610)CF22 Investment Adviser (Trainee) (1 Apr 2003 to 3 Jun 2003)
-
Paul Lawrence Corper
IRN PLC00001
- (1975)CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
-
Paul Lewis Stevens
IRN PLS00006
- (1107)CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
-
Paul Loftus
IRN PXL78437
- (9)[FCA CF] Significant management (since 1 Dec 2024)
- (8)[FCA CF] Material risk taker (since 1 Dec 2024)
- (1691)[FCA CF] Manager of certification employee (10 Jan 2025 to 29 Oct 2025)
-
Paul Lynch
IRN PXL00004
- (1637)CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
-
Paul Mardlin
IRN PXM00120
- (951)CF22 Investment Adviser (Trainee) (14 Apr 2003 to 3 Jun 2003)
-
Paul Martin McCaughey
IRN PMM00001
- (1654)CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
-
Paul Matthew Fell
IRN PXF00212
- (91)SMF2 Chief Finance (since 21 Nov 2025)
- (90)SMF3 Executive Director (since 21 Nov 2025)
- (2024)[FCA CF] Material risk taker (14 May 2024 to 23 Jan 2025)
- (2025)[FCA CF] Significant management (6 Feb 2023 to 24 Nov 2025)
-
Paul McDonnell
IRN PXM00258
- (630)CF22 Investment Adviser (Trainee) (1 Dec 2001 to 8 Feb 2002)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
-
Protect Tax and Trust Services Ltd (no longer appointed)
FRN 211110 · Appointed 16 Apr 2002 · Until 3 Jun 2004
-
Premium Accounting & Training Services (no longer appointed)
FRN 201272 · Appointed 16 Apr 2002 · Until 3 Jun 2004
-
The Strategic Alliance Group Ltd (no longer appointed)
FRN 211106 · Appointed 16 Apr 2002 · Until 3 Jun 2004
-
Exit Strategy Planning Ltd (no longer appointed)
FRN 211116 · Appointed 16 Apr 2002 · Until 3 Jun 2004
-
Motley Wealth Management Limited (no longer appointed)
FRN 207119 · Appointed 30 Oct 2001 · Until 3 Jun 2004
-
Ellis Financial Management (no longer appointed)
FRN 207127 · Appointed 30 Oct 2001 · Until 3 Jun 2004
Recent activity
Updates to this firm's record on the FCA register.
-
trading name added: Bishopsgate Progressive Unit Trust Management Company Limited
-
controlled function added: (103)SMF4 Chief Risk
-
controlled function added: (102)SMF7 Group Entity Senior Manager
-
controlled function added: (101)SMF7 Group Entity Senior Manager
-
controlled function added: (100)SMF7 Group Entity Senior Manager
-
controlled function added: (99)SMF24 Chief Operations
-
controlled function added: (98)SMF18 Other Overall Responsibility
-
controlled function added: (97)SMF7 Group Entity Senior Manager
-
controlled function added: (96)SMF16 Compliance Oversight
-
controlled function added: (95)SMF9 Chair of the Governing Body