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.

  • Ben Lionel Tomlison Hayward

    IRN BXH07068

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 5 May 2023)
    • CF30 Customer (10 Oct 2018 to 5 May 2023)
  • Ben Mathew Evans

    IRN BXE00097

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • CF30 Customer (since 27 May 2025)
    • Appointed representative dealing with clients for which they require qualification (since 27 Jan 2025)
  • Ben Peter James Murphy

    IRN BXM00246

    • Appointed representative dealing with clients for which they require qualification (5 Aug 2021 to 1 Aug 2022)
  • Ben Phelps

    IRN BXP01428

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 15 Jun 2015)
  • Ben Robert Godfrey

    IRN BRG01016

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF1 Director (AR) (since 23 Oct 2008)
    • CF30 Customer (since 23 Oct 2008)
  • Ben Robert Warren

    IRN BRW01050

    • 21. Advising or arranging (bringing about) equity release transactions
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 14 Aug 2017)
  • Ben Saunders

    IRN BXS01233

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • CF1 Director (AR) (since 29 Jan 2026)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 20 Feb 2015)
  • Ben Stephen Winters

    IRN BXW00223

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • CF30 Customer (since 27 Oct 2022)
    • Appointed representative dealing with clients for which they require qualification (since 12 Sep 2022)
  • Ben Thomas Allen

    IRN BTA01010

    • CF30 Customer (16 May 2016 to 8 Feb 2017)
  • Ben Thornton Swarbrick

    IRN BTS01027

    • CF30 Customer (9 Feb 2016 to 31 Mar 2020)
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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.