St. James's Place Wealth Management PLC

Reference number: 195351

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

In the full report: 3 background checks

  • When sjp.co.uk first appeared online, and whether it can receive email
  • What kind of line 01285 640302 is, and the 4 other firms that give it
  • Who else gives the postcode GL7 1FP
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Other names (3)

If you were contacted under any of these names, it is this firm.

  • St. James's Place Trading name
  • St James's Place Financial Services Limited Former name
  • St. James's Place Wealth Management Limited Former name

FCA permissions and consumer protection

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Sell or arrange insurance FSCS may apply
    Eligible insurance claims may be FSCS-protected, often 90%, or 100% for compulsory or long-term cover.
  • Advise on or arrange mortgages · Arrange equity release FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (17 permissions)
  • Acting as a CBTL advisor
  • Acting as a CBTL arranger
  • Advising on a home reversion plan
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Advising on regulated mortgage contracts
  • Arranging (bringing about) a home reversion plan
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Assisting in the administration and performance of a contract of insurance
  • Credit Broking
  • Dealing in investments as agent
  • Debt-counselling
  • Making arrangements with a view to a home reversion plan
  • Making arrangements with a view to regulated mortgage contracts
  • Making arrangements with a view to transactions in investments

Limits on what they may do

  • Not permitted to canvass off trade premises
    The firm is not permitted to canvass regulated borrower-lender-supplier agreements or regulated consumer hire agreements off trade premises

Financial Ombudsman complaints

Ombudsman complaints

new complaints, January–June 2025
1,426
upheld, against a 31% median
52%
about pensions
1,035

A bigger firm gets more complaints simply because it has more customers.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
04113955
Company status
Active
Company type
Public limited company
Incorporated
24 November 2000 (25 years old)
Registered office
St. James's Place House, 1 Tetbury Road, Cirencester, Gloucestershire, GL7 1FP, England
Nature of business
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Directors and company secretaries

Name Role Born Appointed Other companies
Caroline Mary Waddington Director Feb 1969 24 Sep 2024 13 other companies
Andrew Moss Director May 1964 18 Dec 2024 None
Rooney Anand Director May 1964 1 May 2025 1 other company
James Conrad Ian Rainbow Director Apr 1975 20 Jun 2025 5 other companies
Philip William Best Director Dec 1960 24 Oct 2025 None
ST. JAMES'S PLACE CORPORATE SECRETARY LIMITED Corporate secretary Not published 7 Oct 2014 –

Other companies run by these 5 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
18
still active
18
are FCA-registered
5

In the full report: all 18 companies, named

  • What each company does, and whether it is still trading
  • Which of these 5 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 5 on the FCA register
  • The 1 company these 5 directors run together
  • All 29 people who have ever been directors, with their dates
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Key dates in its history

St. James's Place Wealth Management’s history from the FCA register and Companies House, newest first.

Key events (11) All events (67)

2025

22 May 2025

  • St. James's Place PLC took control (75–100% of shares)
  • St. James's Place Wealth Management Group PLC gave up control

Companies House

2016

6 April 2016

  • St. James's Place Wealth Management Group PLC took control (75–100% of shares)

Companies House

2014

31 October 2014

  • FCA imposed a requirement (Not permitted to canvass off trade premises)

FCA register

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2005

8 February 2005

  • Changed its registered name from "St. James's Place Wealth Management Limited"

FCA register

18 January 2005

  • Changed its registered name from "St James's Place Financial Services Limited"

FCA register

2001

1 December 2001

  • Regulated by the Financial Services Authority from this date
  • Became authorised by the FCA

FCA register

30 March 2001

  • Regulated by the Personal Investment Authority from this date

FCA register

2000

24 November 2000

  • Incorporated at Companies House

Companies House

In the full report: all 67 events

  • All 67 events in its history (11 shown here)
  • Every director appointment and resignation: 51
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Firms connected to St. James's Place Wealth Management

Other FCA-listed firms that share a director, phone number or address with St. James's Place Wealth Management. A link shows who the firm is tied to, not whether either can be trusted.

connected firms
5
share a director
2
share its phone number
4

In the full report: all 5 connected firms, named

  • How each is linked: shared directors (2), the same phone number (4), the same postcode (4)
  • Who links each one: the named directors, with dates
  • 3 past links through former directors
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Firms like St. James's Place Wealth Management

Other firms of the same type (financial adviser), nearest first.

In Cirencester

Abode Financial Planning LimitedCirencesterAuthorisedComplete Wealth Solutions LtdCirencesterAuthorisedErmin Fosse Financial Management LLPCirencesterAuthorisedGreg Power Lifetime Financial PlanningCirencesterAuthorisedLexington Wealth Management LimitedCirencesterAuthorisedMitchell Griffin Wealth Management LimitedCirencesterAuthorised

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on St. James's Place Wealth Management

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 18 other companies its directors have run, named
  • 3 background checks on its contact details
  • All 67 events in its history
  • 5 connected firms, named, and who links them

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Frequently asked questions about this firm

Is St. James's Place Wealth Management PLC FCA authorised?
Yes, St. James's Place Wealth Management PLC (FRN 195351) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since December 2001 and works as a financial adviser. The FCA has placed a limit on what it may do.
What is St. James's Place Wealth Management’s phone number and website?
The FCA register lists the phone number 01285 640302 and the website sjp.co.uk for St. James's Place Wealth Management. If you were given different contact details, use these to check with the firm before going any further. The same number is also given by 4 other FCA firms.
Is St. James's Place Wealth Management a scam or clone?
St. James's Place Wealth Management is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with St. James's Place Wealth Management?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about St. James's Place Wealth Management to the Financial Ombudsman Service, free of charge.
Who owns St. James's Place Wealth Management?
St. James's Place Wealth Management is owned by St. James's Place PLC, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 22 May 2025. Before that, it was controlled by St. James's Place Wealth Management Group PLC.
Who runs St. James's Place Wealth Management?
Companies House lists 5 directors of St. James's Place Wealth Management: Caroline Mary Waddington, Andrew Moss, Rooney Anand, James Conrad Ian Rainbow and Philip William Best.
How long has St. James's Place Wealth Management been in business?
The company was formed on 24 November 2000, and has held its current FCA authorisation since December 2001.
How many complaints does St. James's Place Wealth Management get?
In January–June 2025, the Financial Ombudsman Service received 1,426 new complaints about St. James's Place Wealth Management, and upheld 52% of those it decided.
Does St. James's Place Wealth Management use any other names?
It trades as St. James's Place. It has previously used 2 other names: St James's Place Financial Services Limited and St. James's Place Wealth Management Limited.

Sources and links

The full report on St. James's Place Wealth Management PLC

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