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.

  • Amanda Reynolds

    IRN AXR00392

    • CF1 Director (AR) (since 17 Oct 2022)
  • Amanda-Anne Lewis

    IRN AAL00004

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 May 2025)
    • CF30 Customer (15 Sep 2017 to 30 May 2025)
  • Amandeep Singh Mashiana

    IRN ASM01189

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 17 Nov 2025)
    • CF30 Customer (13 Feb 2018 to 17 Nov 2025)
    • CF1 Director (AR) (13 Feb 2018 to 17 Nov 2025)
  • Amar Jay Gupta

    IRN AXG20630

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 21 Jun 2021)
    • CF30 Customer (24 Sep 2019 to 21 Jun 2021)
  • Amarjit Singh Bagga

    IRN ASB00028

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 12 Nov 2021)
    • CF30 Customer (1 Nov 2007 to 12 Nov 2021)
    • CF21 Investment Adviser (2 Apr 2007 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (19 Sep 2006 to 2 Apr 2007)
  • Amarjit Singh Bansal

    IRN ASB01066

    • CF30 Customer (1 Mar 2018 to 28 Mar 2019)
  • Amber Lucy Harrison

    IRN AXH01106

    • CF30 Customer (20 May 2024 to 26 Sep 2025)
    • Appointed representative dealing with clients for which they require qualification (15 Jan 2024 to 26 Sep 2025)
  • Ameeta Bhayani

    IRN AXB02130

    • CF30 Customer (4 Dec 2013 to 30 Sep 2016)
  • Amelia Christina Bell

    IRN AXB04378

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • CF30 Customer (since 26 Jul 2024)
    • Appointed representative dealing with clients for which they require qualification (since 22 Jul 2024)
  • Amelia Florence Rose Brady

    IRN AXB00430

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 9 Apr 2021)
    • CF30 Customer (since 19 Feb 2021)
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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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