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PORT BRAE WEALTH MANAGEMENT LIMITED

Company
PORT BRAE WEALTH MANAGEMENT LIMITED (07845790)

PORT BRAE WEALTH MANAGEMENT

Phone: 01721 729 517
A⁺ rating

ABOUT PORT BRAE WEALTH MANAGEMENT LIMITED

We are expert financial advisers based in Peebles and Berwick; offering a single relationship and bespoke solutions tailored for your individual needs, or those of your business, whether your priority is to:

Introducing our team who provide fantastic support to the business.

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The Partner Practice represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website

www.sjp.co.uk/about-st-james-place/our-business/our-products-and-services

Port Brae Wealth Management Ltd is registered in England and Wales, Number 07845790. Registered Office: Berwick Workspace Boarding School Yard, 90 Marygate, Berwick-Upon-Tweed, Northumberland, TD15 1BN.

KEY FINANCES

Year
2016
Assets
£129.02k ▲ £37.43k (40.87 %)
Cash
£62.18k ▲ £22.5k (56.72 %)
Liabilities
£111.42k ▼ £-14.68k (-11.64 %)
Net Worth
£17.6k ▼ £52.11k (-150.97 %)

REGISTRATION INFO

Company name
PORT BRAE WEALTH MANAGEMENT LIMITED
Company number
07845790
VAT
GB657561745
Status
Active
Categroy
Private Limited Company
Date of Incorporation
14 Nov 2011
Age - 13 years
Home Country
United Kingdom

CONTACTS

Website
portbrae.co.uk
Phones
01721 729 517
07825 021 812
Registered Address
42 BRIDGE STREET,
BERWICK-UPON-TWEED,
NORTHUMBERLAND,
ENGLAND,
TD15 1AQ

ECONOMIC ACTIVITIES

66110
Administration of financial markets

LAST EVENTS

16 Nov 2016
Confirmation statement made on 14 November 2016 with updates
22 Jun 2016
Registered office address changed from Queen Street Queen Street Amble Morpeth Northumberland NE65 0BX England to 42 Bridge Street Berwick-upon-Tweed Northumberland TD15 1AQ on 22 June 2016
31 May 2016
Total exemption small company accounts made up to 30 November 2015

See Also


Last update 2018

PORT BRAE WEALTH MANAGEMENT LIMITED DIRECTORS

Mark Edward Mcgonigle

  Acting PSC
Appointed
14 November 2011
Occupation
Financial Adviser
Role
Director
Age
43
Nationality
British
Address
Berwick Workspace, Boarding School Yard, 90 Marygate, Berwick-Upon-Tweed, Northumberland, United Kingdom, TD15 1BN
Country Of Residence
United Kingdom
Name
MCGONIGLE, Mark Edward
Notified On
6 April 2016
Nature Of Control
Has significant influence or control

Michael Patrick Mcgovern

  Acting PSC
Appointed
14 November 2011
Occupation
Financial Adviser
Role
Director
Age
55
Nationality
British
Address
Berwick Workspace, Boarding School Yard, 90 Marygate, Berwick-Upon-Tweed, Northumberland, United Kingdom, TD15 1BN
Country Of Residence
United Kingdom
Name
MCGOVERN, Michael Patrick
Notified On
6 April 2016
Nature Of Control
Has significant influence or control

Stuart Alan Foulkes

  Resigned
Appointed
14 November 2011
Resigned
27 November 2013
Occupation
Financial Adviser
Role
Director
Age
52
Nationality
British
Address
Berwick Workspace, Boarding School Yard, 90 Marygate, Berwick-Upon-Tweed, Northumberland, United Kingdom, TD15 1BN
Country Of Residence
United Kingdom
Name
FOULKES, Stuart Alan

REVIEWS


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Excellent according to the company’s financial health.