Bradnam Wealth Management (UK) Limited

Reference number: 511125

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Appointed representative

This firm does not hold FCA authorisation of its own, and acts under a principal firm, which is legally responsible for its regulated business.

Responsible principal firm

St. James's Place Wealth Management Plc Reference number: 195351 Authorised View firm →
What does this mean?
  • An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
  • Bradnam Wealth Management (UK) Limited (FRN 511125) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Bradnam Wealth Management (UK)'s services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Bradnam Wealth Management (UK), complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
  • Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

In the full report: 3 background checks, 1 thing worth a closer look

  • When bradnamwealthmanagement.co.uk first appeared online, and whether it can receive email
  • What kind of line 01843 601338 is
  • Who else gives the postcode CT10 2AG
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Other names (3)

If you were contacted under any of these names, it is this firm.

  • Bradnam Wealth Management Trading name
  • Bradnam Wealth Management LLP Former name
  • Gavin Bradnam Former name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
07470266
Company status
Active
Company type
Private limited company
Incorporated
15 December 2010 (15 years old)
Registered office
Laurel House, 11 St. Peters Road, Broadstairs, Kent, CT10 2AG, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Directors and company secretaries

Name Role Born Appointed Other companies
Gavin Keith Bradnam Director Apr 1976 15 Dec 2010 6 other companies
Sarah Juliette Bradnam Director Dec 1979 6 Jan 2017 3 other companies

Other companies run by these 2 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
6
still active
6
run together
3

In the full report: all 6 companies, named

  • What each company does, and whether it is still trading
  • Which of these 2 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 3 companies these 2 directors run together
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Filed accounts and finances

Year to 31 March 2025Small company accountsNot audited

Net assets

£3.65m

+7.4% from £3.40m

Cash at bank

£22.0k

−59% from £53.4k

Employees (average)

7

Same as 7

Assets and liabilities

In the full report: all 6 years of accounts

  • Every year from 2020 to 2025
  • The chart, over every year
  • Every filed figure, year by year
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About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company 07470266. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

Bradnam Wealth Management (UK)’s history from the FCA register and Companies House, newest first.

Key events (6) All events (9)

2017

6 January 2017

  • Sarah Juliette Bradnam became a part-owner (25–50% of shares)

Companies House

2016

6 April 2016

  • Gavin Keith Bradnam became a part-owner (25–50% of shares)

Companies House

2015

5 May 2015

  • Changed its registered name from "Bradnam Wealth Management LLP"

FCA register

2012

31 July 2012

  • Changed its registered name from "Gavin Bradnam"

FCA register

2010

15 December 2010

  • Incorporated at Companies House

Companies House

2009

26 October 2009

  • Became an appointed representative

FCA register

In the full report: all 9 events

  • All 9 events in its history (6 shown here)
  • Every director appointment and resignation: 2
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Firms like Bradnam Wealth Management (UK)

Other firms of the same type (financial adviser), nearest first.

In Kent

Philip ClarkKentAppointed representativeAuctus Advisors LLPKentAuthorisedC A Financial Services LtdKentAuthorisedD Bragg Financial Solutions LtdKentAuthorisedDirect Financial Planning (UK) LimitedKentAuthorisedInvicta Financial Solutions LtdKentAuthorised

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Bradnam Wealth Management (UK)

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 6 other companies its directors have run, named
  • 3 background checks on its contact details, 1 flagged
  • 6 years of accounts, charted
  • All 9 events in its history

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Frequently asked questions about this firm

Is Bradnam Wealth Management (UK) Limited FCA authorised?
Bradnam Wealth Management (UK) Limited (FRN 511125) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does appointed representative mean for Bradnam Wealth Management (UK)?
An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct. Bradnam Wealth Management (UK) Limited (FRN 511125) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Bradnam Wealth Management (UK)'s services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Bradnam Wealth Management (UK), complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances. Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
What is Bradnam Wealth Management (UK)’s phone number and website?
The FCA register lists the phone number 01843 601338 and the website bradnamwealthmanagement.co.uk for Bradnam Wealth Management (UK). If you were given different contact details, use these to check with the firm before going any further.
Is Bradnam Wealth Management (UK) a scam or clone?
Bradnam Wealth Management (UK) is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Bradnam Wealth Management (UK)?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Bradnam Wealth Management (UK)'s regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Bradnam Wealth Management (UK)?
Companies House lists 2 people with significant control of Bradnam Wealth Management (UK): Mrs Sarah Juliette Bradnam (25–50% of shares) and Mr Gavin Keith Bradnam (25–50% of shares).
Who runs Bradnam Wealth Management (UK)?
Companies House lists 2 directors of Bradnam Wealth Management (UK): Gavin Keith Bradnam and Sarah Juliette Bradnam.
How long has Bradnam Wealth Management (UK) been in business?
The company was formed on 15 December 2010.
What do Bradnam Wealth Management (UK)’s latest accounts show?
Its latest accounts, to 31 March 2025, show net assets of £3.65m (+7.4% from £3.40m) and cash at bank of £22.0k (−59% from £53.4k).
Does Bradnam Wealth Management (UK) use any other names?
It trades as Bradnam Wealth Management. It has previously used 2 other names: Bradnam Wealth Management LLP and Gavin Bradnam.

Sources and links

The full report on Bradnam Wealth Management (UK) Limited

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