Company Overview
St. James's Place Wealth Management Plc is listed at the official companies registry as Active Public Limited Company. The company was incorporated on Friday 24 November 2000, so this is a well established company. St. James's Place Wealth Management Plc has been in business for 25 years and 4 months. The accounts status is full and the accounts are next due on Tuesday 30 June 2026.
Registered Address

St. James's Place House, 1 Tetbury Road, Cirencester, Gloucestershire, GL7 1FP
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Companies House Data
Company NameST. JAMES'S PLACE WEALTH MANAGEMENT PLC
Company Number04113955
Registered Office AddressSt. James's Place House
 1 Tetbury Road
 GL7 1FP
Company CategoryPublic Limited Company
Company StatusActive
Country of OriginUnited Kingdom
Incorporation Date24/11/2000
Accounting Reference Date Day31
Accounting Reference Date Month12
Accounts Next Due Date30/06/2026
Accounts Last Made Up Date31/12/2024
Accounts Account CategoryFULL
Returns Next Due Date27/07/2017
Returns Last Made Up Date29/06/2016
Directors & Members
Show Resigned
Rooney Anand - Director
(British, 62 years old, born May 1964)
Appointed 01 May 2025
 Active
Philip Best - Director
(British, 66 years old, born December 1960)
Appointed 24 October 2025
 Active
Andrew Moss - Director
(British, 62 years old, born May 1964)
Appointed 18 December 2024
 Active
James Rainbow - Director
(British, 51 years old, born April 1975)
Appointed 20 June 2025
 Active
Caroline Waddington - Director
(British, 57 years old, born February 1969)
Appointed 24 September 2024
 Active
St. James's Place Corporate Secretary Limited - Secretary
Appointed 07 October 2014
 Active
Secretaries
Show Resigned
St. James's Place Corporate Secretary Limited - Secretary
Appointed 07 October 2014
 Active
Other Company Directorships
Rooney Anand
ST. JAMES'S PLACE PLC
Philip Best
No companies found
Andrew Moss
No companies found
James Rainbow
BENCHMARK CAPITAL LIMITED
SCHRODER UNIT TRUSTS LIMITED
SCOTTISH WIDOWS SCHRODER PERSONAL WEALTH (ACD) LIMITED
SCOTTISH WIDOWS SCHRODER PERSONAL WEALTH LIMITED
SCOTTISH WIDOWS SCHRODER WEALTH HOLDINGS LIMITED
Caroline Waddington
BROOK HOUSE (CLAPHAM COMMON) MANAGEMENT COMPANY LIMITED
CREDIT SUISSE INTERNATIONAL
CREDIT SUISSE INVESTMENT HOLDINGS (UK)
CREDIT SUISSE INVESTMENTS (UK)
CREDIT SUISSE SECURITIES (EUROPE) LIMITED
NAMECO (NO.357) LIMITED
ROFFEY PARK INSTITUTE LIMITED
ST GILES TRUST
ST. JAMES'S PLACE PARTNERSHIP SERVICES LIMITED
ST. JAMES'S PLACE PLC
ST. JAMES'S PLACE WEALTH MANAGEMENT GROUP LIMITED
ST.JAMES'S PLACE MANAGEMENT SERVICES LIMITED
Balance Sheet Unlock full report
Accounts Date 31-Dec-2024 31-Dec-2015 31-Dec-2014
Balance Sheet
Fixed Assets 0 0 0
Current Assets 89,402,000 89,402,000 64,583,000
Creditors Due Within One Year 64,777,000 64,777,000 42,358,000
Working Cap 24,625,000 24,625,000 22,225,000
Total Assets Less Current Liabilities 24,625,000 24,625,000 22,225,000
Long-term Liabilities 17,648,000 17,648,000 13,438,000
Net Assets 6,977,000 6,977,000 8,787,000
Share Capital & Reserves
Share Cap 50,000,000 50,000,000 30,000,000
Profit & Loss Reserves -43,023,000 -43,023,000 -21,213,000
Other Reserves 0 0 0
Shareholders Funds 6,977,000 6,977,000 8,787,000
Common Size Financial Analysis Unlock full report
Accounts Date 31-Dec-2024 31-Dec-2015 31-Dec-2014
Tangible Fixed Assets - - -
Fixed Assets 0.0% 0.0% 0.0%
Stocks Inventory 0.0% 0.0% 0.0%
Debtors 0.0% 0.0% 0.0%
Cash Bank In Hand 71.3% 71.3% 81.9%
Current Assets 100.0% 100.0% 100.0%
Creditors Due Within One Year 72.5% 72.5% 65.6%
Net Current Assets Liabilities 27.5% 27.5% 34.4%
Creditors Due After One Year 19.7% 19.7% 20.8%
Accruals Deferred Income - - -
Provisions For Liabilities Charges - - -
Net Assets Liabilities Including Pension Asset Liability 7.8% 7.8% 13.6%
Called Up Share Capital 55.9% 55.9% 46.5%
Share Capital Allotted Called Up Paid 55.9% 55.9% 46.5%
Profit Loss Account Reserve -48.1% -48.1% -32.8%
Shareholder Funds 7.8% 7.8% 13.6%
Capital Employed - - -
Total Assets Less Current Liabilities 27.5% 27.5% 34.4%
Financial Ratio Analysis Unlock full report
Accounts Date 31-Dec-2024 31-Dec-2015 31-Dec-2014
Liquidity Ratio 1.4 1.4 1.5
Solvency Ratio 1.1 1.1 1.2
Reserves to Assets -0.5 -0.5 -0.3
Secured Creditors Unlock full report
Mortgages Charges 0
Mortgages Outstanding 0
Mortgages Part Satisfied 0
Mortgages Satisfied 0
Assets and Debt Analysis Unlock full report
Accounts Date 31-Dec-2024 31-Dec-2015 31-Dec-2014
Assets 89,402,000 89,402,000 64,583,000
Debt 82,425,000 82,425,000 55,796,000
Net Assets/Debt 6,977,000 6,977,000 8,787,000

The following is based on the accounts data presented in this report sourced from Companies House, however the company has filed later accounts. Our analysis of the latest account can be viewed by unlocking our full report.

The current section of the balance sheet has positive working capital. We would normally consider this positively. Total reserves including retained profitability and movement in reserves has some deficiency. For the size of the company as inferred by the balance sheet the amount of net assets represents a moderate margin of cover over total debts and obligations.

Unlock full report  The following is based on the accounts data presented in this report sourced from Companies House, however the company has filed later accounts. Our analysis of the latest account can be viewed by unlocking our full report.The current section of the balance sheet has positive working capital. We would normally consider this positively. Total reserves including retained profitability and movement in reserves has some deficiency. For the size of the company as inferred by the balance sheet the amount of net assets represents a moderate margin of cover over total debts and obligations.   The following is based on the accounts data presented in this report sourced from Companies House, however the company has filed later accounts. Our analysis of the latest account can be viewed by unlocking our full report.The current section of the balance sheet has positive working capital. We would normally consider this positively. Total reserves including retained profitability and movement in reserves has some deficiency. For the size of the company as inferred by the balance sheet the amount of net assets represents a moderate margin of cover over total debts and obligations.

This review of public record balance sheet and company status information is presented under the terms of Open Government Licence and is for informational purposes only, is general in nature, and is not intended as an opinion or advice for any specific circumstances. The commentary and the colour band score is not a credit rating or credit risk assessment.

This review does not constitute a full credit rating or credit risk assessment based on the full analysis and credit score algorithms used in our credit reports. A full credit report may also provide information relating to trade payment history and county court or court judgments if any.

Public Record Information Unlock full report
Exact Court Judgements
Period of Months Last 12m 13-24m 25-36m 37-48m 49-60m 61-72m
Number of Exact CCJS X Y Y X X Y
Value of Exact CCJS YXY YK S S X KX
Supplier Credit Limits Unlock full report
Date Sector Notified Amount Terms
XK-SXY XKXYXK SXSKXYXK £X,000 XS XYSKS
SK-SYY SKXYXKYKKY KSXX KKXXYXS £YY,000 YS XYSKS SK YXXSXS
YK-SXY XKXYXYYK SXSXYXK £SX,000 XS XYSKS
Payment Records Unlock full report
Payment Records from it's suppliers' company ledger show how a company is paying its suppliers

Payment Analysis

Total Invoices Paid Before
30 days due		 Paid After
30 days due		 Owing Before
30 days due		 Owing after
30 days due
XYX SX K YX X
Company Valuation Analysis Unlock full report

Going Concern Valuation

The going concern valuations value the company on the basis that it continues to trade without the threat of liquidation for the foreseeable future. These valuations are primarily profit and cashflow based.

Valuations Valuation Measures
Estimated High Value £XSI,000 Retained Profit £YX,000
Estimated Mid Value £YY,000 EBIT £SY,000
Estimated Low Value £X,000 EBITDA £SSX,000

Liquidation Valuation

The liquidaton valuation values the company as if it were to cease trading and assets were subject to rapid disposal to cover liabilities. This valuation is primarily asset based.

Valuations Valuation Measures
Estimated High Value £XY,000 Total Assets £XIX,000
Estimated Mid Value £Y,000 Net Assets £YX,000
Estimated Low Value £S,000 Tangible Equity £SX,000

The above valuations are based on our own algorithms and take no account of many factors that can influence actual valuations realized and should not therefore be assumed to be accurate.
Credit Status Checklist Unlock full report
Business Growth Please purchase a report to see true comments
EBITDA Purchase a report to see true comments
Dividends Please purchase a report to see true comments about this company
Retained Profits Retained Profits for this company
Debt Interest Debt Interest for this company
Cash Flow Cash Flow for this company
CCJs CCJs for this company
Age of Company Age of Company for this company
Solvency Solvency for this company
Secured Creditors Secured Creditors for this company
Ownership Ownership for this company


First Report Score: (0-10) X
Financial Status Guide:
10 Very Strong
9 Strong
8 Very Good
7 Good
6 Above Average
5 Average
4 Below Average
3 Poor
2 Weak
1 Very Weak
0 Critical

Risk Score Trend

Risk Rating Unlock full report

This is the credit risk assessment used by one of the top UK credit reference agencies.

Risk Score (1-100) X
Risk Band Description XXMXMXMX SISX
Risk Assessment Meeting of Creditors
Credit Rating XSKX
Altman Z Score Credit Risk Rating Unlock full report

There have been many bankruptcy predictors developed, however none has been so thoroughly tested and broadly accepted as the Altman Z-Score.

Z Score X
Risk Band XY
Risk Band Description The Z Score is not used for small companies where full accounts are not filed because profit and loss account items are required to calculate the score.

Z Score Bands

1 Low Risk 3.00 and above
2 Caution 2.63 - 2.99
3 Risk of Failure within 2 years 1.24 - 2.62
4 High Probability Failure Below 1.24
Other Business around GL7 1FP
ST. JAMES'S PLACE INVESTMENT TRUST LIMITED
St James's Place House, 1 Tetbury Road, Cirencester, Gloucestershire, GL7 1FP
SJPC CORPORATE INVESTMENTS LIMITED
St James's Place House, 1 Tetbury Road, Cirencester, GL7 1FP
G.M.B. FINANCIAL SERVICES LIMITED
St James's Place House 1, Tetbury Road, Cirencester, GL7 1FP
ST. JAMES'S PLACE PLC
ST. JAMES'S PLACE HOUSE, 1 TETBURY ROAD, CIRENCESTER, GLOUCESTERSHIRE, GL7 1FP
ROWAN DARTINGTON TRUSTEES LIMITED
St. James's Place House, 1 Tetbury Road, Cirencester, England, GL7 1FP
COLSTON PORTFOLIO NOMINEES LIMITED
St. James's Place House, 1 Tetbury Road, Cirencester, England, GL7 1FP
TECHNICAL CONNECTION LIMITED
ST. JAMES'S PLACE HOUSE, 1 TETBURY ROAD, CIRENCESTER, GLOUCESTERSHIRE, GL7 1FP
LINDEN HOUSE GROUP LIMITED
St. James's Place House, 1 Tetbury Road, Cirencester, Gloucestershire, GL7 1FP
ST JAMES'S PLACE WEALTH MANAGEMENT (PCIS) LIMITED
St. James's Place House, 1 Tetbury Road, Cirencester, England, GL7 1FP
ST. JAMES'S PLACE DFM HOLDINGS LIMITED
ST. JAMES'S PLACE HOUSE, 1 TETBURY ROAD, CIRENCESTER, GLOUCESTERSHIRE, GL7 1FP
Document Filings
Termination of appointment of John Charles Fortescue Hitchins as a director on 31 March 2026
Appointment of Philip William Best as a director on 24 October 2025
Statement of capital on 4 July 2025
Certificate of reduction of issued capital and share premium and cancellation of share premium
Reduction of iss capital and minute (oc)
Termination of appointment of Mark Thomas Fitzpatrick as a director on 3 July 2025
Appointment of Mr James Conrad Ian Rainbow as a director on 20 June 2025
Confirmation statement made on 13 June 2025 with updates
Resolutions
Resolutions
Notification of St. James's Place Plc as a person with significant control on 22 May 2025
Cessation of St. James's Place Wealth Management Group Plc as a person with significant control on 22 May 2025
Statement of capital following an allotment of shares on 15 May 2025
Appointment of Mr Rooney Anand as a director on 1 May 2025
Termination of appointment of Peter Graham Edwards as a director on 18 December 2024
Appointment of Mr John Charles Fortescue Hitchins as a director on 18 December 2024
Termination of appointment of Iain Rob Rayner as a director on 18 December 2024
Appointment of Mr Andrew Moss as a director on 18 December 2024
Appointment of Mrs Caroline Mary Waddington as a director on 24 September 2024
Termination of appointment of Craig Gordon Gentle as a director on 16 September 2024
Resolutions
Statement of capital following an allotment of shares on 12 August 2024
Confirmation statement made on 13 June 2024 with updates
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