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.

  • Angela Ethel Rancon

    IRN AER01045

    • CF1 Director (AR) (7 Dec 2017 to 3 Sep 2018)
    • CF30 Customer (7 Dec 2017 to 3 Sep 2018)
  • Angela Forsythe

    IRN AXM04779

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 9 Mar 2021)
    • CF30 Customer (25 Mar 2019 to 9 Mar 2021)
    • CF1 Director (AR) (25 Mar 2019 to 9 Mar 2021)
  • Angela Helen Fountain

    IRN AHF01022

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 12 Jul 2023)
    • CF1 Director (AR) (24 Jun 2008 to 12 Jul 2023)
    • CF30 Customer (1 Nov 2007 to 12 Jul 2023)
    • CF22 Investment Adviser (Trainee) (4 Mar 2003 to 31 Oct 2007)
  • Angela Jane Temple

    IRN AJT01215

    • CF30 Customer (1 Nov 2007 to 30 Jun 2008)
    • CF21 Investment Adviser (20 Oct 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (14 Feb 2006 to 20 Oct 2006)
  • Angela Josephine Vera Plah

    IRN AJD00035

    • CF21 Investment Adviser (21 Jun 2004 to 3 Jan 2006)
    • CF22 Investment Adviser (Trainee) (27 Feb 2004 to 21 Jun 2004)
  • Angela Leaton Hadlow

    IRN ALH01070

    • CF1 Director (AR) (10 Feb 2006 to 12 Jul 2018)
  • Angela Margaret Lee

    IRN AML00055

    • CF30 Customer (1 Nov 2007 to 31 Mar 2014)
    • CF7 Sole Trader (AR) (1 Mar 2005 to 28 Oct 2005)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
  • Angela Marie Fowler

    IRN AMF00027

    • CF21 Investment Adviser (9 Jan 2006 to 29 Nov 2006)
    • CF22 Investment Adviser (Trainee) (27 Sep 2005 to 9 Jan 2006)
  • Angela Marie Massey

    IRN AMM01371

    • CF1 Director (AR) (4 Dec 2014 to 17 Oct 2019)
  • Angela Mary Addison

    IRN AMA01226

    • 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 28 Oct 2014)
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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.