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.

  • Anita Savage

    IRN AXS00004

    • CF21 Investment Adviser (1 Dec 2001 to 1 Jul 2002)
  • Anix Pravin Kumar Shah

    IRN AXS02153

    • CF30 Customer (1 Nov 2007 to 14 Sep 2009)
    • CF22 Investment Adviser (Trainee) (10 Sep 2007 to 31 Oct 2007)
  • Anjali Madaan

    IRN AXM00546

    • CF30 Customer (27 Jun 2024 to 16 Feb 2026)
    • CF1 Director (AR) (27 Jun 2024 to 16 Feb 2026)
    • Appointed representative dealing with clients for which they require qualification (15 Jan 2024 to 16 Feb 2026)
  • Anjan Chatterjea

    IRN AXC00050

    • CF21 Investment Adviser (23 Jul 2003 to 30 Jun 2004)
    • CF22 Investment Adviser (Trainee) (20 Feb 2003 to 23 Jul 2003)
  • Anjum Pervez Sethi

    IRN APS00035

    • CF21 Investment Adviser (1 Dec 2001 to 18 Sep 2003)
  • Ann Elaine Ridgewell

    IRN AXR10706

    • CF1 Director (AR) (28 Jan 2019 to 7 Jan 2022)
  • Ann Elizabeth Mattocks

    IRN AEM01128

    • CF4 Partner (AR) (18 Feb 2010 to 3 Sep 2012)
  • Ann Elizabeth Thompson

    IRN AXF00176

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 26 Jan 2026)
  • Ann Marlowe Cooley

    IRN AMC00007

    • CF30 Customer (1 Nov 2007 to 31 Jul 2018)
    • CF7 Sole Trader (AR) (30 Nov 2005 to 31 Jan 2007)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
  • Ann Myers

    IRN AXM00052

    • CF21 Investment Adviser (1 Dec 2001 to 27 Dec 2002)
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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.