ST. JAMES'S PLACE WEALTH MANAGEMENT PLC

• ◆

  1 PSC ceased in last 24 months

  Significant control changed hands — see the Ownership section.

Values shown as filed in the company's annual accounts. — indicates the figure wasn't present under that line item in that period. About these numbers

• Turnover

  +11.3%

  £1,180,024,000 → £1,313,371,000

• Cash

  -33.6%

  £14,201,000 → £9,428,000

• Net assets

  +169.8%

  -£204,119,000 → £142,417,000

• Employees

  —

  Not reported

• Operating profit

  +82%

  -£553,663,000 → -£99,795,000

• Profit before tax

  +86.6%

  -£543,769,000 → -£73,116,000

Each % is (latest − prior) ÷ |prior| for the line item as filed. The comparison is only shown when the latest and prior accounts cover broadly equal-length periods — short or long stubs (typical around incorporation or a year-end change) are suppressed rather than misrepresented. Lines a company doesn't report are omitted. About these numbers

Margins divide P&L lines by turnover. Gearing is liabilities over total assets. Current ratio is current assets over creditors falling due within one year. Interest cover is operating profit over absolute finance costs. Sector-distribution context coming next.

1. ST. JAMES'S PLACE WEALTH MANAGEMENT PLC 2005-01-20 → present
2. ST. JAMES'S PLACE WEALTH MANAGEMENT LIMITED 2005-01-07 → 2005-01-20
3. ST. JAMES'S PLACE FINANCIAL SERVICES LIMITED 2001-01-23 → 2005-01-07
4. QUAYSHELFCO 814 LIMITED 2000-11-24 → 2001-01-23

Accounting basis

FRS 101

Reporting scope

Standalone (parent only)

Auditor

PricewaterhouseCoopers LLP

Audit opinion

Unqualified (clean)

Going concern

Affirmed

“The going concern basis has been adopted. The Company's ability to continue as a going concern is reliant on the ongoing support of the Group. The Company has received a written commitment from the Group that it will continue to provide funding to enable the Company to continue to operate on a going concern basis.”

Significant events

• “During the prior year and into early 2024, the Company continued to experience elevated levels of complaints, reaching a peak in Q2 2024. Since then, the proportion upheld and cost of redress associated with these complaints has reduced.”
• “SJP has announced planned changes to introduce simple, comparable charging across the Group, including the disaggregation of charges into separate components for advice, product and platform administration and investment management.”
• “The revised charging structure will increase ongoing advice charges, so will result in the Company becoming profitable in the near future.”

Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers

Filings

15

last 12 months

Capital events

4

last 24 months

Officers appointed

3

last 12 months

Officers resigned

2

last 12 months

Direct counts from the register. No score, no rating — see the Filing timeline for the underlying events.