St. James's Place Wealth Management Plc

Date authorised
1 April 2013
Companies House
04113955
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
    +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.

  • Angus Donald Richard Blyth Cruickshank

    IRN ADC00001

    • CF30 Customer (3 Sep 2012 to 30 Oct 2015)
  • Angus Graham Rietkerk

    IRN AGR01048

    • Appointed representative dealing with clients for which they require qualification (31 Mar 2022 to 31 Jan 2025)
    • CF30 Customer (15 Feb 2022 to 31 Jan 2025)
  • Angus James Warren

    IRN AXW00468

    • Appointed representative dealing with clients for which they require qualification (17 Dec 2021 to 28 Jun 2024)
    • CF30 Customer (4 Dec 2021 to 28 Jun 2024)
  • Angus MacDonald

    IRN AXM01723

    • CF21 Investment Adviser (11 Apr 2003 to 30 Dec 2006)
    • CF22 Investment Adviser (Trainee) (15 Nov 2002 to 11 Apr 2003)
  • Angus MacLeod

    IRN AXM00142

    • CF4 Partner (AR) (15 Jul 2014 to 10 Feb 2017)
    • CF30 Customer (1 Nov 2007 to 13 Dec 2016)
    • CF21 Investment Adviser (20 Jul 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (14 Nov 2005 to 20 Jul 2006)
  • Angus Robert William Watson

    IRN ARW01241

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • CF1 Director (AR) (since 21 Jul 2021)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 27 May 2016)
  • Aniello Patrone

    IRN ANP01025

    • CF30 Customer (1 Nov 2007 to 8 Dec 2009)
    • CF7 Sole Trader (AR) (31 May 2005 to 28 Oct 2005)
    • CF21 Investment Adviser (31 May 2005 to 31 Oct 2007)
  • Anil Vallabhbhai Mistry

    IRN AVM01014

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 4 Aug 2023)
    • CF30 Customer (17 Jun 2015 to 4 Aug 2023)
  • Anish Devkaran

    IRN AXD86401

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 11 Aug 2020)
    • CF30 Customer (since 25 Jun 2020)
  • Anish Patel

    IRN AXP01015

    • CF30 Customer (11 Sep 2024 to 30 Mar 2026)
    • Appointed representative dealing with clients for which they require qualification (19 Feb 2024 to 30 Mar 2026)
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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.

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