St. James's Place Wealth Management Plc

Open as Markdown
Date authorised
1 April 2013
Companies House
04113955
Last scraped
1 month ago

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

  • 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

  • Mortgage Advice

    For Customer, Regulated mortgage contract

  • Authorised to Operate

  • 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

  • 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

  • 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

Approved individuals

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

  • Brighda Thomas

    IRN BFC01016

    • CF30 Customer (29 Feb 2016 to 19 Dec 2018)
  • Brigit Shields-Farrant

    IRN BXS00266

    • CF4 Partner (AR) (since 9 Feb 2022)
  • Brigitte Reech

    IRN BXR01159

    • CF1 Director (AR) (10 Jun 2015 to 24 Jul 2015)
  • Brigitte Rose Pickersgill

    IRN BRP01039

    • CF4 Partner (AR) (since 9 Sep 2010)
  • Britta Krueger

    IRN BXK00135

    • Appointed representative dealing with clients for which they require qualification (3 Nov 2022 to 27 Dec 2024)
    • CF30 Customer (21 Oct 2022 to 27 Dec 2024)
  • Brody Faulkner

    IRN BXF00153

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 15 Jan 2024)
    • CF30 Customer (since 25 Nov 2023)
  • Bronwyn Katie Pettitt

    IRN BXP00066

    • 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 Apr 2021)
    • CF30 Customer (since 11 Mar 2021)
  • Brook Ashley Felus

    IRN BXF00147

    • CF30 Customer (24 Aug 2023 to 22 Nov 2024)
    • Appointed representative dealing with clients for which they require qualification (5 Jun 2023 to 22 Nov 2024)
  • Bruce Alexander Harvey

    IRN BAH00012

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 1 Nov 2007)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
  • Bruce Colin Stewart Murray

    IRN BCM01043

    • CF30 Customer (27 May 2014 to 21 Aug 2015)
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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.