St. James's Place Wealth Management Plc

Date authorised
1 April 2013
Companies House
04113955
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
    +441285878201

What this firm is allowed to do

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

  • Buy-to-Let Mortgage Advice

  • Buy-to-Let Mortgage Arranging

  • P2P Lending Advice

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance)

  • Pension Transfer Advice

    For Professional, Retail (Investment), Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Stakeholder pension scheme, Unit

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

  • Equity Release Advice

    For Customer, Home reversion plans

  • Investment Advice (no pensions)

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Unit

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

  • Mortgage Advice

    For Customer, Regulated mortgage contract

  • Authorised to Operate

    Show 1 limitation
    • · The firm can only agree to carry on the regulated activities specified in this Notice.

  • Equity Release Arranging

    For Customer, Home reversion plans

  • Arranges Investments

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Unit

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

  • Mortgage Arranging

    For Customer, Regulated mortgage contract

  • Insurance Admin

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Buy-to-Let Start Date

  • Buy-to-Let Status

  • Credit Brokering

  • Stockbroking

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Debt Advice

    Show 1 limitation
    • · This permission is limited to debt counselling with no debt management activity.

  • Equity Release Setup

    For Customer, Home reversion plans

  • Mortgage Setup

    For Customer, Regulated mortgage contract

  • Investment Setup

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Unit

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

Approved individuals

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

  • Anne Margaret Robson

    IRN AMR01127

    • CF30 Customer (1 Nov 2007 to 31 May 2017)
    • CF21 Investment Adviser (23 Apr 2007 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (11 May 2006 to 23 Apr 2007)
  • Anne Marie Stone

    IRN AMS01465

    • CF1 Director (AR) (since 15 Mar 2018)
  • Anne Sparrowhawk

    IRN AXS00009

    • CF30 Customer (1 Nov 2007 to 14 Apr 2008)
    • CF21 Investment Adviser (12 Jul 2007 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (28 Mar 2007 to 31 Oct 2007)
  • Anne-Marie McMann

    IRN AXM02239

    • CF1 Director (AR) (14 Apr 2005 to 23 Aug 2006)
  • Annie Drylie

    IRN AXS01662

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 24 Oct 2022)
    • CF30 Customer (since 5 Sep 2022)
  • Annika Jane Grizzell

    IRN AXG27353

    • 7. Giving personal recommendations on long-term care insurance contracts
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 6 Feb 2020)
    • CF30 Customer (since 21 Jan 2020)
  • Anthea Jane Kenyon

    IRN AJU01007

    • CF30 Customer (14 Aug 2012 to 4 Dec 2018)
  • Anthea Jayne Wiltshire

    IRN AJW01561

    • CF1 Director (AR) (16 Dec 2014 to 18 Mar 2015)
  • Anthony Anyansi

    IRN AXA03383

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • CF30 Customer (since 25 Jun 2025)
    • Appointed representative dealing with clients for which they require qualification (since 6 May 2025)
  • Anthony Barrington Slimmings

    IRN AXS00186

    • CF1 Director (AR) (28 Jan 2008 to 31 Dec 2008)
    • CF30 Customer (1 Nov 2007 to 31 Dec 2008)
    • CF21 Investment Adviser (8 Dec 2005 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (23 Feb 2005 to 8 Dec 2005)
    • CF7 Sole Trader (AR) (23 Feb 2005 to 28 Oct 2005)
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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.

No changes recorded yet.