ST. JAMES'S PLACE UNIT TRUST GROUP LIMITED

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Addresses

The contact details this firm has registered with the FCA.

The regulated activities the FCA has granted this firm permission to carry out.

Senior staff personally approved by the FCA to hold their roles here.

Julian Anthony Guymer
IRN JAG00033
- CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
Julian Roy Trumper
IRN JRT00019
- CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
Julian Stephen Travis
IRN JST00006
- CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
Julian William White
IRN JWW00020
- CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
Julie Anne Tait Van Leer
IRN JAV00008
- CF21 Investment Adviser (1 Dec 2001 to 31 Jan 2002)
Julie Elizabeth Dodds
IRN JED00018
- CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
Julie Fay Shew
IRN JFS00012
- CF21 Investment Adviser (12 Sep 2002 to 3 Jun 2003)
- CF22 Investment Adviser (Trainee) (1 Dec 2001 to 12 Sep 2002)
Julie Patricia Watkins
IRN JPS00058
- CF21 Investment Adviser (12 Sep 2002 to 3 Jun 2003)
- CF22 Investment Adviser (Trainee) (1 Dec 2001 to 12 Sep 2002)
Juliet McKelvie
IRN JXB00016
- CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
Justin Chukwuma Onuekwusi
IRN JCO01033
- SMF18 Other Overall Responsibility (since 29 May 2025)
- [FCA CF] Functions requiring qualifications (4 Apr 2025 to 16 May 2025)
- [FCA CF] Manager of certification employee (4 Oct 2023 to 30 May 2025)
- [FCA CF] Client dealing (4 Oct 2023 to 30 May 2025)
- [FCA CF] Material risk taker (4 Oct 2023 to 30 May 2025)
- [FCA CF] Significant management (4 Oct 2023 to 30 May 2025)

Smaller firms operating under this firm's FCA authorisation.

Reid & Co Trust & Estate Planning (no longer appointed)
FRN 225353 · Appointed 3 Jun 2003 · Until 3 Jun 2004
Fundamental Leisure Ltd (no longer appointed)
FRN 225356 · Appointed 3 Jun 2003 · Until 3 Jun 2004
Primrose Associates Limited (no longer appointed)
FRN 225355 · Appointed 3 Jun 2003 · Until 24 Nov 2004
Complete Mortgage Centre Ltd (no longer appointed)
FRN 225354 · Appointed 3 Jun 2003 · Until 3 Jun 2004
Mortgage Hut Ltd (no longer appointed)
FRN 225014 · Appointed 15 May 2003 · Until 8 Dec 2004
Penney Partnership Ltd (no longer appointed)
FRN 224994 · Appointed 14 May 2003 · Until 3 Jun 2004
Nicholas Slater & Co Ltd (no longer appointed)
FRN 224995 · Appointed 14 May 2003 · Until 3 Jun 2004
Alison Rigg Limited (no longer appointed)
FRN 224993 · Appointed 14 May 2003 · Until 3 Jun 2004
The Bespoke Mortgage Company (no longer appointed)
FRN 224996 · Appointed 14 May 2003 · Until 3 Jun 2004
Mortgage Line Services (no longer appointed)
FRN 224341 · Appointed 14 Apr 2003 · Until 3 Jun 2004

Updates to this firm's record on the FCA register.

No changes recorded yet.

A quick guide to the terms on this page.

The FCA: The Financial Conduct Authority is the UK's regulator for banking, lending, insurance, investments and payments. Any firm offering these services has to be authorised by the FCA.
Permissions: The specific regulated activities a firm is allowed to carry out, like advising on insurance, lending money or arranging investments. Anything outside this list isn't covered.
Approved individuals: Senior staff (directors, compliance officers and similar) have to be approved by the FCA personally before they can take up the role. They're held accountable for the firm's conduct.
Appointed representatives: Smaller firms can do regulated business under another firm's authorisation rather than getting their own. The bigger firm (the 'principal') is legally on the hook for what they do.

Information on this page is sourced from the official FCA register.