on 28 Jul 2020
Last Applicant/ Owned by
St. James’s Place Wealth Management Group Limited
1 Tetbury Road
Cirencester, Gloucestershire, GL7 1FP
Serial Number
UK00003516540 filed on 28th Jul 2020
Registration Number
UK00003516540 registered on
6th Nov 2020
Correspondent Information
Withers & Rogers LLP
2 London Bridge
London,
SE1 9RA
Marketing and advertising; market research services; preparation and dissemination of advertising and publicity matter; public relations services; all the aforesaid services relating to financial and insurance services; Business consultancy and advisory services; business investigations and research; provision of business information; none of the aforementioned services relating to recruitment for others and all of the aforementioned services only in relation to financial planning and wealth management services. .
Financial services; financial planning services; financial advisory services; financial analysis services; financial consultancy services; financial information services; financial management services; financial research services; provision of financial information; investment services; investment, investment dealing, investment holding, investment management, investment planning and investment trust services; investment advisory services; investment funds; management of investments being the settlement of investments of clients; advice, research and report in respect of financial services; asset and portfolio management; investment and financial protection advice; segregated and pooled funds management services; stock broking services; share dealing services; administration and valuation of investments; valuation services; personal equity plans; brokerage services; fund transfer services; nominee services; trust services; trustee services; trusteeship services; unit trusts; unit trust services; fiduciary services; executorship services; risk management; asset management; mutual funds; stock exchange quotations; tax advice; tax planning services; estate management; estate planning; estate protection schemes; trust based inheritance tax mitigation schemes; trusteeship; inheritance and capital gains tax planning and mitigation schemes and establishment of trusts for dependents; trust based inheritance tax mitigation schemes; retirement and inheritance planning; insurance and assurance services; life policies; income protection and risk management; employee benefit and critical illness protection schemes; life assurance; pensions services; pension fund administration services; personal pension services; fund management services; pension fund services; banking services; financing services; services for the financing of loans; mortgages and lending services; credit and debit card services; current and savings accounts; estate securities; home protection schemes; property management; property investors services; land securities; funding and investments relating to public/private partnerships; funding government/quasi government projects; collateral agency services; safe custody services; safety deposit services for certificates and assets of clients; share registration services; arranging deals in shares, debentures, loan stock, bonds, certificates of deposit, Government and public securities, units in collective investment schemes, unit trusts and investment trusts or companies, life insurance or long term insurance contracts, and warrants and options relating to any of the foregoing; information, advisory and consultancy services relating to all the aforesaid; all the aforesaid services also provided by means of the Internet, on-line and interactive computer services and telephone services.
Education; provision of training; vocational training and development; organisation of training and educational seminars, conferences, workshops; education academy services; career counselling (education and training advice); none of the aforementioned services relating to recruitment for others and all the aforesaid services only being provided as part of financial and wealth planning services.
Legal services, legal advice, probate services and probate advice; inheritance planning; testamentary services; wills trust arrangements; drafting and amending of wills; retirement and long-term welfare and care solution planning; advisory and consultancy services relating to all the aforesaid; all of the aforesaid services only being provided as part of financial and wealth planning services; none of the aforesaid services relating to recruitment for others and all of the aforesaid services only being provided as part of financial and wealth planning services.
UK00003516540
Word
Individual