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.

  • Arvind Patel

    IRN AXP00012

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 7 Mar 2022)
    • CF30 Customer (1 Nov 2007 to 14 Mar 2022)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
  • Arwyn James

    IRN AXJ00010

    • CF30 Customer (24 Jan 2013 to 25 Feb 2016)
  • Aryan Chopra

    IRN AXC16107

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 14 Dec 2022)
    • CF30 Customer (14 Jun 2019 to 14 Dec 2022)
  • Asad Ullah Ali-Gulzar

    IRN AXA04179

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • CF30 Customer (since 8 Dec 2025)
    • Appointed representative dealing with clients for which they require qualification (since 24 Nov 2025)
  • Ash Kenzi

    IRN AXU00035

    • Appointed representative dealing with clients for which they require qualification (11 Oct 2021 to 4 Oct 2024)
    • CF30 Customer (30 Sep 2021 to 4 Oct 2024)
  • Asher Daniel Feather

    IRN AXF00289

    • 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 10 Feb 2022)
    • CF30 Customer (since 18 Jan 2022)
  • Ashish Patel

    IRN AXP00007

    • CF30 Customer (1 Nov 2007 to 6 Dec 2013)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
  • Ashish Popat

    IRN AXP02832

    • 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 8 Feb 2023)
    • CF30 Customer (since 1 Nov 2022)
  • Ashlea Martine Atigolo

    IRN AXA77576

    • CF1 Director (AR) (6 May 2020 to 16 Aug 2021)
  • Ashleigh Halit

    IRN AXH02078

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 26 Oct 2023)
    • CF30 Customer (since 2 Oct 2023)
    • CF1 Director (AR) (since 2 Oct 2023)
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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.