St. James's Place Wealth Management Plc

Date authorised
1 April 2013
Companies House
04113955
Last scraped
3 weeks ago
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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.

  • Andrea Jayne Bohnet

    IRN AXB04675

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • CF30 Customer (since 9 Aug 2025)
    • Appointed representative dealing with clients for which they require qualification (since 22 Apr 2025)
  • Andrea Kay Shakh

    IRN AKS01096

    • CF1 Director (AR) (24 Oct 2016 to 11 May 2021)
  • Andrea Lee-Ann Cloughley

    IRN ALC01063

    • 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 11 Feb 2021)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 6 Jul 2017)
  • Andrea Louise Start

    IRN AXS00424

    • CF1 Director (AR) (since 22 Feb 2021)
  • Andrea Margaret Elizabeth Dean

    IRN AXD00416

    • CF4 Partner (AR) (since 28 May 2021)
  • Andrea Margaret Howitt

    IRN AMH00047

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • CF1 Director (AR) (since 27 Jul 2024)
    • CF30 Customer (since 27 Jul 2024)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF21 Investment Adviser (19 Mar 2004 to 13 Sep 2004)
    • CF22 Investment Adviser (Trainee) (24 Nov 2003 to 19 Mar 2004)
  • Andrea Moody

    IRN AXM03313

    • CF1 Director (AR) (29 Sep 2014 to 29 Mar 2018)
    • CF4 Partner (AR) (15 Mar 2012 to 15 Sep 2014)
  • Andrea Pamela Owen

    IRN APO01027

    • CF30 Customer (25 Feb 2015 to 7 Apr 2017)
  • Andrea Valerie Langfield

    IRN AVL01006

    • CF10 Compliance Oversight (1 Dec 2001 to 30 Oct 2002)
  • Andrea Vida

    IRN AXV00216

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 28 May 2024)
    • CF30 Customer (since 9 Apr 2024)
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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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