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St. James's Place Unit Trust Group Limited

St. James's Place Unit Trust Group Limited is an active company incorporated on 10 February 1969 with the registered office located in Cirencester, Gloucestershire. St. James's Place Unit Trust Group Limited was registered 56 years ago.
Status
Active
Active since incorporation
Company No
00947644
Private limited company
Age
56 years
Incorporated 10 February 1969
Size
Large
Turnover is over £54M
Balance sheet is over £27M
Confirmation
Submitted
Dated 13 June 2025 (5 months ago)
Next confirmation dated 13 June 2026
Due by 27 June 2026 (6 months remaining)
Last change occurred 5 months ago
Accounts
Submitted
For period 1 Jan31 Dec 2024 (1 year)
Accounts type is Full
Next accounts for period 31 December 2025
Due by 30 September 2026 (9 months remaining)
Address
St. James's Place House
1 Tetbury Road
Cirencester
Gloucestershire
GL7 1FP
England
Same address for the past 5 years
Telephone
01285640302
Email
Unreported
Website
People
Officers
6
Shareholders
1
Controllers (PSC)
1
Director • Chief Investment Officer • British • Lives in UK • Born in Aug 1979
Director • Non-Executive Director • British • Lives in UK • Born in Jun 1965
Director • British • Lives in England • Born in Dec 1963
Director • British • Lives in UK • Born in Oct 1975
Director • Non-Executive Director • British • Lives in UK • Born in Jul 1958
Shareholders, PSCs & Group Structure
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Mutual Companies
Segro Public Limited Company
Simon William David Fraser is a mutual person.
Active
Clothister Ore Limited
Simon William David Fraser is a mutual person.
Active
M.H.S. (Holdings) Limited
St. James's Place Corporate Secretary Limited is a mutual person.
Active
Dartington Portfolio Nominees Limited
St. James's Place Corporate Secretary Limited is a mutual person.
Active
St. James's Place Wealth Management Group Limited
St. James's Place Corporate Secretary Limited is a mutual person.
Active
St. James's Place UK Plc
St. James's Place Corporate Secretary Limited is a mutual person.
Active
St.James's Place Management Services Limited
St. James's Place Corporate Secretary Limited is a mutual person.
Active
Cga Financial & Investment Services Limited
St. James's Place Corporate Secretary Limited is a mutual person.
Active
Financials
Net Assets, Total Assets & Total Liabilities (2015–2024)
Period Ended
31 Dec 2024
For period 31 Dec31 Dec 2024
Traded for 12 months
Cash in Bank
£23.9M
Increased by £6.81M (+40%)
Turnover
£451.52M
Increased by £59.67M (+15%)
Employees
Unreported
Same as previous period
Total Assets
£639.31M
Decreased by £168.22M (-21%)
Total Liabilities
-£545.15M
Decreased by £202.64M (-27%)
Net Assets
£94.16M
Increased by £34.42M (+58%)
Debt Ratio (%)
85%
Decreased by 7.33% (-8%)
Latest Activity
Mr Paul Matthew Fell Appointed
15 Days Ago on 21 Nov 2025
Mrs Dawn Hyams Details Changed
4 Months Ago on 28 Jul 2025
Confirmation Submitted
5 Months Ago on 24 Jun 2025
Full Accounts Submitted
6 Months Ago on 9 Jun 2025
St. James's Place Plc (PSC) Appointed
6 Months Ago on 22 May 2025
St. James's Place Wealth Management Group Plc (PSC) Resigned
6 Months Ago on 22 May 2025
Mr Simon William David Fraser Appointed
6 Months Ago on 13 May 2025
Emma Kate Griffin Resigned
6 Months Ago on 13 May 2025
Craig Gordon Gentle Resigned
1 Year 5 Months Ago on 8 Jul 2024
Confirmation Submitted
1 Year 5 Months Ago on 13 Jun 2024
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Documents
Appointment of Mr Paul Matthew Fell as a director on 21 November 2025
Submitted on 24 Nov 2025
Director's details changed for Mrs Dawn Hyams on 28 July 2025
Submitted on 29 Jul 2025
Confirmation statement made on 13 June 2025 with updates
Submitted on 24 Jun 2025
Full accounts made up to 31 December 2024
Submitted on 9 Jun 2025
Notification of St. James's Place Plc as a person with significant control on 22 May 2025
Submitted on 28 May 2025
Cessation of St. James's Place Wealth Management Group Plc as a person with significant control on 22 May 2025
Submitted on 28 May 2025
Appointment of Mr Simon William David Fraser as a director on 13 May 2025
Submitted on 13 May 2025
Termination of appointment of Emma Kate Griffin as a director on 13 May 2025
Submitted on 13 May 2025
Termination of appointment of Craig Gordon Gentle as a director on 8 July 2024
Submitted on 11 Jul 2024
Confirmation statement made on 13 June 2024 with no updates
Submitted on 13 Jun 2024
Repayment History
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