SJP Our heritage

Our story

We’re a leading UK financial advice company, trusted with £181.9bn* of client funds. Since we were founded in 1991, and started trading in 1992, doing the right thing and giving back have been an important part of our culture.

  • 2020 – now
    • In March 2022, SJP held its 30th anniversary Annual Company Meeting, which featured the launch of its refreshed brand identity.
    • In June 2022, the SJP Financial Adviser Academy marked its tenth anniversary, celebrating a decade of training and support for those building a business in the financial advice sector.
    • In 2023, SJP received approval from regulators at the Dubai Financial Services Authority to enter the Middle East market with the opening of a new office in the Dubai International Financial Centre.
  • 2010 – 2020
    • In December 2013, Lloyds Banking Group disposed of its remaining holding in St. James’s Place.
    • In March 2014, St. James’s Place entered the FTSE 100.
    • In June 2014, St. James’s Place acquired The Henley Group, one of Asia’s leading wealth management advice companies.
    • In March 2016, St. James’s Place acquired Rowan Dartington to create the group’s discretionary fund management and stockbroking arm.
    • In 2020 the Charitable Foundation at St. James’s Place reached the £100 million mark for monies raised through fundraising and corporate matching. The Charitable Foundation supports charities to make transformational change to people’s lives in the UK and overseas.
    Visit our Charitable Foundation website
  • 2000 – 2010
    • With effect from 9 May 2006, St. James’s Place Capital was renamed St. James’s Place.
    • In January 2009, HBoS plc merged with Lloyds TSB to create ‘Lloyds Banking Group plc.’
  • 1990 – 2000
    • The St. James’s Place Group was established in 1991 by Sir Mark Weinberg, the late Mike Wilson CBE and Lord Rothschild under the name of the J. Rothschild Assurance Group and started trading in 1992.
    • In April 1997, the J. Rothschild Assurance group effectively achieved a reverse takeover of St. James’s Place Capital, thereby securing a public listing on the Stock Exchange after just five years of trading. Its market capitalisation placed it within the FTSE 250 Index.
    • In June 2000, Halifax Group plc acquired 60% of the issued share capital of St. James’s Place (this was sold in 2013). Halifax merged with the Bank of Scotland in September 2001 to create HBoS plc. In October, the company changed its name from J. Rothschild Assurance to St. James’s Place.
  • In March 2022, SJP held its 30th anniversary Annual Company Meeting, which featured the launch of its refreshed brand identity.
  • In June 2022, the SJP Financial Adviser Academy marked its tenth anniversary, celebrating a decade of training and support for those building a business in the financial advice sector.
  • In 2023, SJP received approval from regulators at the Dubai Financial Services Authority to enter the Middle East market with the opening of a new office in the Dubai International Financial Centre.
  • In December 2013, Lloyds Banking Group disposed of its remaining holding in St. James’s Place.
  • In March 2014, St. James’s Place entered the FTSE 100.
  • In June 2014, St. James’s Place acquired The Henley Group, one of Asia’s leading wealth management advice companies.
  • In March 2016, St. James’s Place acquired Rowan Dartington to create the group’s discretionary fund management and stockbroking arm.
  • In 2020 the Charitable Foundation at St. James’s Place reached the £100 million mark for monies raised through fundraising and corporate matching. The Charitable Foundation supports charities to make transformational change to people’s lives in the UK and overseas.
Visit our Charitable Foundation website
  • With effect from 9 May 2006, St. James’s Place Capital was renamed St. James’s Place.
  • In January 2009, HBoS plc merged with Lloyds TSB to create ‘Lloyds Banking Group plc.’
  • The St. James’s Place Group was established in 1991 by Sir Mark Weinberg, the late Mike Wilson CBE and Lord Rothschild under the name of the J. Rothschild Assurance Group and started trading in 1992.
  • In April 1997, the J. Rothschild Assurance group effectively achieved a reverse takeover of St. James’s Place Capital, thereby securing a public listing on the Stock Exchange after just five years of trading. Its market capitalisation placed it within the FTSE 250 Index.
  • In June 2000, Halifax Group plc acquired 60% of the issued share capital of St. James’s Place (this was sold in 2013). Halifax merged with the Bank of Scotland in September 2001 to create HBoS plc. In October, the company changed its name from J. Rothschild Assurance to St. James’s Place.
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SJP Approved 05/04/2024