Brightside Wealth Management Limited

Reference number: 919445

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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.
  • Brightside Wealth Management Limited (FRN 919445) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Brightside Wealth Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Brightside Wealth Management, 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

  • When brightsidewealthmanagement.co.uk first appeared online, and whether it can receive email
  • What kind of line 01449 775505 is
  • Who else gives the postcode IP14 1PN
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Other names (1)

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

  • Brightside Wealth Management Ltd 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
12341149
Company status
Active
Company type
Private limited company
Incorporated
29 November 2019 (6 years old)
Registered office
7 Finborough Road, Stowmarket, Suffolk, IP14 1PN, United Kingdom
Nature of business
  • Activities of financial services holding companies (SIC 64205)

Directors and company secretaries

Name Role Born Appointed Other companies
Kathryn Louise Kent Director Jan 1981 29 Nov 2019 1 other company
Kevin Paul Kent Director Nov 1976 29 Nov 2019 3 other companies
Trudy Dawn Mudd Director Jul 1976 29 Nov 2019 None

Other companies run by these 3 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
3
closed down
2
run together
1

In the full report: all 3 companies, named

  • What each company does, and whether it is still trading
  • Which of these 3 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 1 company these 3 directors run together
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Filed accounts and finances

Year to 31 December 2025Small company accountsNot audited

Net assets

£211k

+92% from £110k

Cash at bank

£462k

+62% from £285k

Employees (average)

9

Same as 9

Owed within a year

£347k

+86% from £187k

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 12341149. 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

Brightside Wealth Management’s history from the FCA register and Companies House, newest first.

Key events (7) All events (10)

2024

8 June 2024

  • Changed its registered name from "Brightside Wealth Management Ltd"

FCA register

2021

12 February 2021

  • Kathryn Louise Kent became a part-owner (25–50% of shares)
  • Samantha June Mawdsley stopped being a part-owner

Companies House

29 January 2021

  • Samantha June Mawdsley became a part-owner (25–50% of shares)

Companies House

2020

14 January 2020

  • Became an appointed representative

FCA register

2019

29 November 2019

  • Incorporated at Companies House
  • Kevin Paul Kent became the majority owner (50–75% of shares)

Companies House

In the full report: all 10 events

  • All 10 events in its history (7 shown here)
  • Every director appointment and resignation: 3
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Firms like Brightside Wealth Management

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

In Stowmarket

Deben Commercial Finance LtdStowmarketAppointed representativeIan Brightwell Financial Planning LimitedStowmarketAppointed representativeThomlinson Wealth Management LimitedStowmarketAppointed representativeWithYou Wealth LtdStowmarketAppointed representative

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 Brightside Wealth Management

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

  • 3 other companies its directors have run, named
  • 3 background checks on its contact details
  • 6 years of accounts, charted
  • All 10 events in its history

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Frequently asked questions about this firm

Is Brightside Wealth Management Limited FCA authorised?
Brightside Wealth Management Limited (FRN 919445) 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 Brightside Wealth Management?
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. Brightside Wealth Management Limited (FRN 919445) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Brightside Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Brightside Wealth Management, 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 Brightside Wealth Management’s phone number and website?
The FCA register lists the phone number 01449 775505 and the website brightsidewealthmanagement.co.uk for Brightside Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Brightside Wealth Management a scam or clone?
Brightside Wealth Management 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 Brightside Wealth Management?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Brightside Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Brightside Wealth Management?
Companies House lists 2 people with significant control of Brightside Wealth Management: Mr Kevin Paul Kent (50–75% of shares) and Mrs Kathryn Louise Kent (25–50% of shares). Before that, it was controlled by Samantha June Mawdsley.
Who runs Brightside Wealth Management?
Companies House lists 3 directors of Brightside Wealth Management: Kathryn Louise Kent, Kevin Paul Kent and Trudy Dawn Mudd.
How long has Brightside Wealth Management been in business?
The company was formed on 29 November 2019.
What do Brightside Wealth Management’s latest accounts show?
Its latest accounts, to 31 December 2025, show net assets of £211k (+92% from £110k) and cash at bank of £462k (+62% from £285k).
Does Brightside Wealth Management use any other names?
It has previously used the name Brightside Wealth Management Ltd.

Sources and links

The full report on Brightside Wealth Management Limited

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