St. James's Place Wealth Management Plc

Date authorised
1 April 2013
Companies House
04113955
Last scraped
1 month ago

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.

  • Christopher Idris Wheeler

    IRN CIW00005

    • CF30 Customer (24 Jul 2015 to 28 Feb 2017)
  • Christopher James Allen

    IRN CXA00434

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • CF30 Customer (since 30 Sep 2025)
    • Appointed representative dealing with clients for which they require qualification (since 16 Mar 2020)
  • Christopher James Blackler

    IRN CJB01396

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 May 2024)
    • CF30 Customer (29 Nov 2017 to 31 May 2024)
  • Christopher James Brooke-Jones

    IRN CXB81186

    • Appointed representative dealing with clients for which they require qualification (31 Jul 2020 to 30 Sep 2024)
    • CF30 Customer (3 Jun 2020 to 30 Sep 2024)
  • Christopher James Brunton

    IRN CJB01502

    • 7. Giving personal recommendations on long-term care insurance contracts
    • 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 2 May 2018)
  • Christopher James Cahill

    IRN CJC01288

    • [FCA CF] Client dealing (5 Dec 2023 to 2 Jun 2025)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 2 Jun 2025)
    • [FCA CF] Manager of certification employee (9 Dec 2019 to 2 Jun 2025)
    • CF30 Customer (25 Jul 2013 to 18 Jan 2017)
  • Christopher James Chedzoy

    IRN CXC00373

    • 7. Giving personal recommendations on long-term care insurance contracts
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 10 Nov 2021)
    • CF30 Customer (since 3 Nov 2021)
  • Christopher James Cohen

    IRN CJC01293

    • CF30 Customer (12 Dec 2013 to 5 Mar 2015)
  • Christopher James David Forrest

    IRN CJF01165

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 2 Jan 2026)
    • CF30 Customer (31 Mar 2017 to 2 Jan 2026)
  • Christopher James Dwight Morrey

    IRN CJM01359

    • 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 10 Dec 2012)
    • CF30 Customer (since 24 Jan 2008)
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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.