ST. JAMES'S PLACE WEALTH MANAGEMENT PLC
Operating as a wholly owned subsidiary of the FTSE 100-listed St. James's Place plc, the company provides FCA-regulated wealth management and financial advisory services across the UK.
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Cash
£14M
+50.2% vs 2024
Net assets
£220M
+54.2% highest in 3 filed years
Employees
0
Average over period
Profit before tax
£96M
+231.9% highest in 3 filed years
Watchouts
Facts from the Companies House register and the latest accounts — not a rating
-
1 PSC ceased in last 24 months
Significant control changed hands — see the Ownership section.
Net assets
3-year trend · vs Financials median
Accounts
3-year trend · Δ = latest vs prior filed period · latest reflected 2025-12-31
| Metric | Trend | 2023-12-31 | 2024-12-31 | 2025-12-31 | Δ vs prior |
|---|---|---|---|---|---|
| Turnover | £1,180,024,000 | £1,313,371,000 | £1,630,083,000 | +24.1% | |
| Operating profit | -£553,663,000 | -£99,795,000 | £69,279,000 | +169.4% | |
| Profit before tax | -£543,769,000 | -£73,116,000 | £96,476,000 | +231.9% | |
| Net profit | -£412,566,000 | -£53,464,000 | £73,757,000 | +238% | |
| Cash | £14,201,000 | £9,428,000 | £14,162,000 | +50.2% | |
| Total assets less current liabilities | £280,260,000 | £593,845,000 | — | — | |
| Net assets | -£204,119,000 | £142,417,000 | £219,656,000 | +54.2% | |
| Equity | -£204,119,000 | £142,417,000 | £219,656,000 | +54.2% | |
| Average employees | — | 0 | 0 | — | |
| Wages | — | — | — | — | |
| Directors' remuneration | £558,000 | £944,000 | £832,000 | -11.9% |
Values shown as filed in the company's annual accounts. — indicates the figure wasn't present under that line item in that period. The Δ column is the change from the prior filed period as a percentage of |prior|; lines a company doesn't report show —. About these numbers
Ratios
Computed from the line items above — sparklines read oldest → newest
| Ratio | Trend | 2023-12-31 | 2024-12-31 | 2025-12-31 |
|---|---|---|---|---|
| Operating margin | -46.9% | -7.6% | 4.3% | |
| Net margin | -35.0% | -4.1% | 4.5% | |
| Return on capital employed | -197.6% | -16.8% | — | |
| Gearing (liabilities / total assets) | — | 82.8% | 75.8% | |
| Current ratio | 2.51x | 3.52x | 2.29x | |
| Interest cover | — | -58.60x | 36.64x |
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.
Name history
Renamed 3 times since incorporation
- ST. JAMES'S PLACE WEALTH MANAGEMENT PLC 2005-01-20 → present
- ST. JAMES'S PLACE WEALTH MANAGEMENT LIMITED 2005-01-07 → 2005-01-20
- ST. JAMES'S PLACE FINANCIAL SERVICES LIMITED 2001-01-23 → 2005-01-07
- QUAYSHELFCO 814 LIMITED 2000-11-24 → 2001-01-23
Audit & accounting basis
- 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 in preparing these financial statements. The Board concluded that it was reasonable to expect the Company to continue to operate for a period of at least 12 months from the date of approval of the financial statements.”
Group structure
- ST. JAMES'S PLACE WEALTH MANAGEMENT PLC · parent
- Policy Services Limited 100%
- St. James's Place Acquisition Services Limited 100%
Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers
People
6 active · 27 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| ST. JAMES'S PLACE CORPORATE SECRETARY LIMITED | Corporate Secretary | 2014-10-07 | — | — |
| ANAND, Rooney | Director | 2025-05-01 | May 1964 | British |
| BEST, Philip William | Director | 2025-10-24 | Dec 1960 | British |
| MOSS, Andrew | Director | 2024-12-18 | May 1964 | British |
| RAINBOW, James Conrad Ian | Director | 2025-06-20 | Apr 1975 | British |
| WADDINGTON, Caroline Mary | Director | 2024-09-24 | Feb 1969 | British |
Show 27 resigned officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| GLADMAN, Hugh John | Secretary | 2001-01-25 | 2001-03-19 |
| NQH (CO SEC) LIMITED | Corporate Nominee Secretary | 2000-11-24 | 2001-01-25 |
| ST JAMES'S PLACE ADMINISTRATION LIMITED | Corporate Secretary | 2001-03-19 | 2014-10-07 |
| BATCHELOR, Adrian Harold | Director | 2003-12-15 | 2011-12-31 |
| BELLAMY, David Charles | Director | 2001-01-25 | 2017-12-31 |
| BLUNT, Michael Peter | Director | 2009-02-18 | 2011-12-31 |
| CHATTERTON, Robin | Director | 2005-06-27 | 2008-05-30 |
| CROFT, Andrew Martin | Director | 2003-06-20 | 2023-11-30 |
| DUNK, Anthony | Director | 2010-02-01 | 2011-12-31 |
| EDWARDS, Peter Graham | Director | 2022-12-19 | 2024-12-18 |
| FITZPATRICK, Mark Thomas | Director | 2023-12-06 | 2025-07-03 |
| GASCOIGNE, Ian Stewart | Director | 2003-12-15 | 2022-03-31 |
| GENTLE, Craig Gordon | Director | 2018-01-01 | 2024-09-16 |
| GLADMAN, Hugh John | Director | 2002-03-18 | 2011-12-31 |
| GRAVESTOCK, Michael Robert | Director | 2004-01-01 | 2011-12-31 |
| GRAVESTOCK, Sonia | Director | 2003-12-15 | 2011-12-31 |
| HITCHINS, John Charles Fortescue | Director | 2024-12-18 | 2026-03-31 |
| LAMB, David John | Director | 2002-03-18 | 2019-02-26 |
| LUND, Mark Joseph | Director | 2004-01-05 | 2007-01-04 |
| MOULE, Martin David | Director | 2001-01-25 | 2003-06-20 |
| NEWMAN, John Anthony | Director | 2001-01-25 | 2002-03-18 |
| RAYNER, Iain Rob | Director | 2022-11-08 | 2024-12-18 |
| TONKS, William Peter | Director | 2005-02-21 | 2011-12-31 |
| WEINBERG, Mark Aubrey, Sir | Director | 2001-01-25 | 2004-09-01 |
| WILLIAMS, Stephen Paul | Director | 2002-03-18 | 2008-05-30 |
| WILSON, Michael Sumner | Director | 2001-01-25 | 2011-05-23 |
| NQH LIMITED | Corporate Nominee Director | 2000-11-24 | 2001-01-25 |
Ownership
Persons with significant control
| Name | Kind | Nature of control | Notified | Status |
|---|---|---|---|---|
| St. James's Place Plc | Corporate entity | Shares 75–100%, Voting 75–100%, Appoints directors | 2025-05-22 | Active |
| St. James's Place Wealth Management Group Plc | Corporate entity | Shares 75–100%, Voting 75–100%, Appoints directors | 2016-04-06 | Ceased 2025-05-22 |
Filing timeline
Last 20 of 218 total filings
Material constitutional events — rename, articles re-file, resolution
- 2025-06-05 RESOLUTIONS Resolution
- 2025-05-28 RESOLUTIONS Resolution
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 2026-06-24 | CS01 | confirmation-statement | Confirmation statement with updates | |
| 2026-06-06 | AA | accounts | Accounts with accounts type full | |
| 2026-04-01 | TM01 | officers | Termination director company with name termination date | |
| 2025-10-27 | AP01 | officers | Appoint person director company with name date | |
| 2025-07-04 | SH19 | capital | Capital statement capital company with date currency figure | |
| 2025-07-04 | OC138 | capital | Legacy | |
| 2025-07-04 | CERT17 | capital | Certificate capital reduction issued capital share premium cancellation share premiumn | |
| 2025-07-03 | TM01 | officers | Termination director company with name termination date | |
| 2025-06-26 | AP01 | officers | Appoint person director company with name date | |
| 2025-06-23 | CS01 | confirmation-statement | Confirmation statement with updates | |
| 2025-06-09 | AA | accounts | Accounts with accounts type full | |
| 2025-06-05 | RESOLUTIONS | resolution | Resolution | |
| 2025-05-28 | RESOLUTIONS | resolution | Resolution | |
| 2025-05-28 | PSC02 | persons-with-significant-control | Notification of a person with significant control | |
| 2025-05-28 | PSC07 | persons-with-significant-control | Cessation of a person with significant control | |
| 2025-05-22 | SH01 | capital | Capital allotment shares | |
| 2025-05-01 | AP01 | officers | Appoint person director company with name date | |
| 2025-01-02 | TM01 | officers | Termination director company with name termination date | |
| 2024-12-23 | AP01 | officers | Appoint person director company with name date | |
| 2024-12-20 | TM01 | officers | Termination director company with name termination date |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 8
- Capital events
- 4
- Officers appointed
- 1
- Officers resigned
- 2
last 12 months
last 24 months
last 12 months
last 12 months
Direct counts from the register. No score, no rating — see the Filing timeline for the underlying events.