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Next accounts due

2026-06-30 (in 1mo)

Last filed for 2024-12-31

Confirmation statement due

2026-06-27 (in 1mo)

Last made up 2025-06-13

Watchouts

1 item

Cash

£297M

Latest balance sheet

Net assets

£315M

Equity attributable

Employees

Average over period

Profit before tax

£406M

lowest in 3 filed years

Watchouts

Facts from the Companies House register and the latest accounts — not a rating

Name history

Renamed 2 times since incorporation

  1. ST. JAMES'S PLACE UK PLC 2002-07-01 → present
  2. J. ROTHSCHILD ASSURANCE PLC 1991-09-17 → 2002-07-01
  3. SUMNER WILSON LIMITED 1991-07-04 → 1991-09-17

Accounts

3-year trend · latest reflected 2025-06-30

Metric Trend 2024-06-302024-12-312025-06-30
Turnover £723,200,000£1,336,800,000£580,100,000
Operating profit
Profit before tax £543,600,000£969,700,000£405,900,000
Net profit £147,000,000£350,200,000£201,300,000
Cash £311,600,000£252,500,000£297,000,000
Total assets less current liabilities
Net assets £261,000,000£464,100,000£315,400,000
Equity £261,000,000£464,100,000£315,400,000
Average employees
Wages

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

Ratios

Computed from the line items above — sparklines read oldest → newest

Ratio Trend 2024-06-302024-12-312025-06-30
Net margin 20.3%26.2%34.7%
Gearing (liabilities / total assets) 99.8%99.6%99.8%
Current ratio 0.84x1.04x0.99x

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.

Audit & accounting basis

Accounting basis
IFRS
Reporting scope
Standalone (parent only)
Auditor
PricewaterhouseCoopers LLP
Going concern
Affirmed

“The going concern basis has been adopted in preparing these Interim Condensed Financial Statements. The Company's business activities, together with the factors likely to affect its future development, performance and position are set out above on pages 5 to 10. The Board has considered wider macroeconomic factors relevant during 2025, along with the Company's financial results. The Board have also reviewed and take comfort from the Group's assessment of going concern as outlined in the St. James's Place Half-Year Report and Accounts 2025.”

Group structure

  1. ST. JAMES'S PLACE UK PLC · parent
    1. St. James's Place International (Hong Kong) Limited 1% · Hong Kong · long-term insurance business

Significant events

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

People

6 active · 42 resigned

Name Role Appointed Born Nationality
ST. JAMES'S PLACE CORPORATE SECRETARY LIMITED Corporate Secretary 2014-10-07
HITCHINS, John Charles Fortescue Director 2022-03-01 Feb 1955 British
KNAPP, Edward Stephen Director 2025-09-01 Nov 1983 British
MACKENZIE, Ian Donald Director 2016-02-08 Aug 1971 Scottish
O'RIORDAN, Anthony Director 2021-07-26 Jan 1966 Irish
WOODD, Charles Frederick Basil Director 2016-02-08 Nov 1971 British
Show 42 resigned officers
Name Role Appointed Resigned
GLADMAN, Hugh John Secretary 1994-12-13 2001-03-19
TAPPING, Adele Secretary 1994-06-20 1994-12-13
THOMAS, Derek John Secretary 1994-06-20
ST JAMES'S PLACE ADMINISTRATION LIMITED Corporate Secretary 2001-03-19 2014-10-07
BAILEY, Charles Howard Director 1999-09-06 2003-12-15
BATCHELOR, Adrian Harold Director 1997-08-01 2009-03-30
BELLAMY, David Charles Director 1993-10-01 2016-02-08
BRADSHAW, Paul Richard Director 1994-06-20
BURKE, Dominic James Director 2022-11-01 2024-01-31
CARBY, Keith Arthur Director 1997-07-04
CHATTERTON, Robin Director 2005-06-27 2008-05-30
CORNISH, Iain Charles Andrew Director 2018-11-28 2021-05-14
CROFT, Andrew Martin Director 2003-06-20 2021-05-19
CROSBY, James Robert Director 1994-01-11
DAVIS, Lionel Adrian Director 1993-10-01 1996-03-01
FRASER, Simon William David Director 2024-04-22 2025-05-13
GASCOIGNE, Ian Stewart Director 1997-08-01 2016-02-08
GENTLE, Craig Gordon Director 2018-01-01 2018-11-28
GIBSON, Clive Patrick, The Honourable Director 1994-02-28 1996-03-15
GLADMAN, Hugh John Director 1997-08-01 2011-12-31
GRAVESTOCK, Michael Robert Director 2004-01-01 2009-03-27
GRAVESTOCK, Sonia Director 2003-01-01 2009-03-19
GUPTA, Ashok Kumar Director 1994-02-02 1997-11-24
HILARY, Rosemary Director 2020-09-11 2025-12-31
JEFFREYS, Simon John Lewis Director 2022-03-01 2023-05-18
LAMB, David John Director 1997-08-01 2016-02-08
LOEHNIS, Anthony David Director 1993-02-01 2003-12-15
LUND, Mark Joseph Director 2004-01-05 2007-01-04
MCMAHON, Jonathan Neil Director 2016-02-08 2018-11-28
MOULE, Martin David Director 1997-12-01 2003-06-20
NEWMAN, John Anthony Director 1993-10-01 2003-06-30
NICOLSON, Roy Macdonald Director 1997-11-20
PARRY, Trefor Wyn Director 1993-10-01 1997-05-11
ROTHSCHILD, Nathaniel Charles Jacob, Lord Director 1996-01-26
STAFFORD DEITSCH, Andrew Director 1993-01-25
STEVENSON, Henry Dennistoun, The Lord Director 1997-11-28
TAUBE, Nils Otto Director 1994-02-28
TONKS, William Peter Director 2005-02-21 2011-12-31
WEINBERG, Mark Aubrey, Sir Director 2004-09-01
WILLIAMS, Stephen Paul Director 1997-08-01 2008-05-30
WILSON, Michael Sumner Director 2011-05-23
YATES, Roger Philip Director 2022-03-01 2023-05-18

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 260 total filings

Date Type Category Description
2026-01-02 TM01 officers Termination director company with name termination date PDF
2025-09-04 CH01 officers Change person director company with change date PDF
2025-09-01 AP01 officers Appoint person director company with name date PDF
2025-08-14 AA accounts Accounts with accounts type interim
2025-06-26 CS01 confirmation-statement Confirmation statement with updates PDF
2025-06-25 CH01 officers Change person director company with change date PDF
2025-06-25 CH01 officers Change person director company with change date PDF
2025-06-10 AA accounts Accounts with accounts type full
2025-05-28 PSC02 persons-with-significant-control Notification of a person with significant control PDF
2025-05-28 PSC07 persons-with-significant-control Cessation of a person with significant control PDF
2025-05-13 TM01 officers Termination director company with name termination date PDF
2025-05-08 CH01 officers Change person director company with change date PDF
2024-06-13 CS01 confirmation-statement Confirmation statement with no updates PDF
2024-06-03 AA accounts Accounts with accounts type full
2024-04-26 AP01 officers Appoint person director company with name date PDF
2024-02-13 TM01 officers Termination director company with name termination date PDF
2023-06-19 CS01 confirmation-statement Confirmation statement with no updates PDF
2023-06-01 AA accounts Accounts with accounts type full
2023-05-22 TM01 officers Termination director company with name termination date PDF
2023-05-22 TM01 officers Termination director company with name termination date PDF

Public-record activity

Raw counts from Companies House — last 12–24 months

Filings
12

last 12 months

Capital events
0

last 24 months

Officers appointed
1

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.

Year-on-year

FY2024 → FY2025 · period ending 2025-06-30 vs 2024-12-31

Year-on-year comparison hidden: this filing covers about 6 months versus 12 months prior.

Official Companies House page