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.

  • Cameron James Reeves

    IRN CXR00050

    • CF30 Customer (17 Nov 2011 to 11 Apr 2013)
  • Cameron Luke Erskine

    IRN CXE00240

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 27 Feb 2025)
    • CF30 Customer (since 20 Feb 2025)
  • Cameron Michael McMillan

    IRN CXM01189

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • CF30 Customer (since 31 Jan 2025)
    • Appointed representative dealing with clients for which they require qualification (since 19 Aug 2024)
  • Cameron Reece Ali

    IRN CXA00398

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • CF30 Customer (since 20 Dec 2024)
    • Appointed representative dealing with clients for which they require qualification (since 16 Dec 2024)
  • Campbell John Belch

    IRN CJB01385

    • CF1 Director (AR) (17 Nov 2008 to 8 Apr 2016)
  • Candice Penelope Sleight

    IRN CPS01106

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • CF1 Director (AR) (since 5 May 2021)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 15 Oct 2014)
  • Candice Simone Blair

    IRN CSC01086

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • CF30 Customer (since 7 Mar 2025)
    • Appointed representative dealing with clients for which they require qualification (since 11 Nov 2024)
  • Candida Fleur Newson-Smith

    IRN CFN01003

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • CF30 Customer (since 20 May 2024)
    • Appointed representative dealing with clients for which they require qualification (since 20 Nov 2023)
  • Cara Clare

    IRN CXC00473

    • Appointed representative dealing with clients for which they require qualification (6 Apr 2022 to 30 Jun 2025)
    • CF30 Customer (15 Feb 2022 to 30 Jun 2025)
  • Cara Leigh Johnson

    IRN CLJ01031

    • CF30 Customer (20 Aug 2009 to 31 May 2010)
Show more

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Show more

Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.