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.

  • Andreas Panayi

    IRN AXP00919

    • CF30 Customer (10 Dec 2023 to 30 Dec 2024)
    • Appointed representative dealing with clients for which they require qualification (27 Nov 2023 to 30 Dec 2024)
  • Andreas Wilhelmus Jacobus Pretorius

    IRN AWP01042

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 28 Feb 2022)
    • CF1 Director (AR) (9 Mar 2011 to 8 Dec 2020)
    • CF30 Customer (6 Jan 2010 to 28 Feb 2022)
  • Andres Stuart Maasik

    IRN ASM01099

    • CF30 Customer (1 Nov 2007 to 21 Dec 2007)
    • CF21 Investment Adviser (16 Jul 2007 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (3 Jan 2007 to 16 Jul 2007)
  • Andrew Alexander Lees

    IRN AXL00063

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 21. Advising or arranging (bringing about) equity release transactions
    • CF4 Partner (AR) (since 19 May 2024)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 1 Nov 2007)
    • CF4 Partner (AR) (3 Nov 2003 to 27 Nov 2012)
    • CF21 Investment Adviser (3 Nov 2003 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (12 May 2003 to 3 Nov 2003)
  • Andrew Alexander Milne

    IRN AAM01116

    • CF1 Director (AR) (8 Feb 2024 to 17 Sep 2024)
    • CF30 Customer (8 Dec 2011 to 31 Aug 2012)
  • Andrew Anvar Parshah Ayerman

    IRN AXA01175

    • CF30 Customer (1 Oct 2024 to 24 Mar 2026)
    • Appointed representative dealing with clients for which they require qualification (22 Jul 2024 to 24 Mar 2026)
  • Andrew Barnes

    IRN AXB00998

    • CF1 Director (AR) (since 24 Mar 2022)
  • Andrew Bartley Birley

    IRN ABB01031

    • 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)
    • CF4 Partner (AR) (since 23 Nov 2007)
    • CF30 Customer (since 1 Nov 2007)
    • CF21 Investment Adviser (4 Sep 2007 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (27 Mar 2007 to 4 Sep 2007)
  • Andrew Beddows

    IRN AXB00082

    • CF30 Customer (1 Nov 2007 to 5 Sep 2008)
    • CF22 Investment Adviser (Trainee) (22 May 2007 to 31 Oct 2007)
  • Andrew Benning

    IRN AXB02600

    • 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 13 Jul 2010)
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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.