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.

  • Bethany Shipley

    IRN BXS00414

    • CF30 Customer (31 May 2023 to 15 Nov 2024)
    • Appointed representative dealing with clients for which they require qualification (21 Nov 2022 to 15 Nov 2024)
  • Beverley Ann Cotterell

    IRN BAC00025

    • CF30 Customer (1 Nov 2007 to 31 Oct 2008)
    • CF22 Investment Adviser (Trainee) (12 Mar 2007 to 31 Oct 2007)
  • Beverley Ann Satchwell

    IRN BAS01085

    • CF1 Director (AR) (since 2 Apr 2007)
  • Beverley Anne Rutherford

    IRN BAR00002

    • CF21 Investment Adviser (1 Dec 2001 to 30 Dec 2005)
  • Beverley Jane Blake

    IRN BJB00011

    • CF30 Customer (15 Oct 2012 to 31 Mar 2016)
  • Beverley Jenine Smith

    IRN BJS01164

    • CF4 Partner (AR) (1 Mar 2018 to 28 Aug 2020)
  • Beverley Lara Werner

    IRN BXW00266

    • CF1 Director (AR) (since 4 Nov 2023)
  • Beverley Wood

    IRN BXW01327

    • CF4 Partner (AR) (23 Mar 2015 to 25 Nov 2020)
  • Beverly Anne Holdsworth

    IRN BAH00006

    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2002)
  • Beverly Pengilly

    IRN BXP01342

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Oct 2024)
    • CF1 Director (AR) (8 Apr 2014 to 5 Oct 2022)
    • CF30 Customer (16 Aug 2010 to 30 Jun 2011)
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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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