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St James's Place PLC
St. James's Place House, 1 Tetbury Road
Phone: +44 1285640302p:+44 1285640302 CIRENCESTER, GL7 1FP  United Kingdom Ticker: STJSTJ
Business Summary
St. James's Place plc is a United Kingdom-based company, which is engaged in offering wealth management and financial planning advice to individuals, trustees and businesses. The Company operates through the wealth management business segment, which is engaged in providing support to its clients through the provision of financial advice and assistance through its partner network, and financial solutions including (but not limited to) wealth management products manufactured in the Group, such as insurance bonds, pensions, unit trust and investment savings accounts (ISA) investments, and a discretionary fund management (DFM) service. Its products and services include financial advice, pensions and retirement, managing investments, later life planning, specialist cash management and banking, mortgages and protection, advising businesses and private client. Its later life planning includes inheritance tax planning, gifting, trusts and social care planning.

Scores and Ratings
FRISK®
Score		 Z''
Score		 PAYCE®
Score		 DBT
Index		 Moody's
Rating		 Fitch
Rating		 DBRS
Rating
-----Yes-

Financials, News and Filings
Latest
Statement		 Last
Audit
News		 SEC
Filings		 Bankruptcy
Filings		 Suit &
Judgment
Filings		 Tax
Lien
Filings
12/31/202312/31/2023Yes----

Industries
SIC Code Description
6282 Investment advice
6311 Life insurance
6371 Pension, health, and welfare funds
6726 Unit investment trusts, face-amount certificate offices

Officers and Directors

Title
Name
Age		 Title
Date		 Start
Date
Independent Non-Executive Chairman of the Board PaulManduca 71 5/14/2021 1/1/2021
Chief Executive Officer, Executive Director Mark T.Fitzpatrick 55 12/1/2023 10/1/2023
Chief Financial Officer, Executive Director Craig G.Gentle 55 1/1/2018 1/1/2018
5 additional Officers and Directors records available in full report.

Subsidiaries
Business Name Address City State/Province Country
St. James's Place U.K. PLC 24 High Street Nottingham United Kingdom

Business Names
Business Name
St. James's Place Capital plc
STJ

General Information
Number of Employees: 2,298 (As of 12/31/2023)
Outstanding Shares: 548,604,794 (As of 12/31/2023)
Shareholders: 4,282
Stock Exchange: LON
Fax Number: +44 1285640436


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Friday, April 26, 2024