Channel Wharf Wealth Management Limited

Reference number: 792709

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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.
  • Channel Wharf Wealth Management Limited (FRN 792709) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Channel Wharf Wealth Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Channel Wharf 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 channelwharfwealth.com first appeared online, and whether it can receive email
  • What kind of line 07970 497026 is
  • Who else gives the postcode BT42 4JP
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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
NI648722
Company status
Active
Company type
Private limited company
Incorporated
17 October 2017 (9 years old)
Registered office
Unit 3 Jubilee Mews 59-63 Main Street, Broughshane, Ballymena, Antrim, BT42 4JP, Northern Ireland
Nature of business
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Directors and company secretaries

Name Role Born Appointed Other companies
Paul Burnside Director Jul 1984 17 Oct 2017 None
Paul Burnside Secretary Not published 17 Oct 2017 –

In the full report: every company its directors have run

  • Confirmation that its director runs no other company
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Filed accounts and finances

Year to 31 December 2024Small company accountsNot audited

Net assets

£12.6k

−26% from £17.0k

Cash at bank

£6,186

−68% from £19.1k

Employees (average)

3

Same as 3

Owed within a year

£16.9k

+46% from £11.6k

Net assets

In the full report: all 5 years of accounts

  • Every year from 2019 to 2024
  • 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 NI648722. Figures are exactly as filed; nothing is estimated.

Key dates in its history

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

2026

6 April 2026

  • Taise Santana De Macedo stopped being a part-owner

Companies House

2021

21 August 2021

  • Taise Santana De Macedo became a part-owner (25–50% of shares)

Companies House

2017

30 October 2017

  • Became an appointed representative
  • Began trading as "Channel Wharf Wealth Management"

FCA register

17 October 2017

  • Incorporated at Companies House
  • Paul Burnside took control (75–100% of shares)
  • Paul Burnside appointed as a director

Companies House

Director appointments and resignations, and trading names, appear under All events.

Firms connected to Channel Wharf Wealth Management

Other FCA-listed firms that share a director, phone number or address with Channel Wharf Wealth Management. A link shows who the firm is tied to, not whether either can be trusted.

connected firm
1
share its postcode
1

In the full report: the connected firm, named

  • How it is linked: the same postcode (1)
  • Who links it to this firm: the named directors, with dates
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Firms like Channel Wharf Wealth Management

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

In Ballymena

Ballymena Investment Centre LtdBallymenaAppointed representativeCoulter Wealth Associates LtdBallymenaAppointed representativeDavid MillarBallymenaAppointed representativeDean Financial SolutionsBallymenaAppointed representativeIvan McNeillBallymenaAppointed representativeKaren DonnellyBallymenaAppointed 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 Channel Wharf Wealth Management

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

  • Every company its directors have run, named
  • 3 background checks on its contact details
  • 5 years of accounts, charted
  • All 7 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is Channel Wharf Wealth Management Limited FCA authorised?
Channel Wharf Wealth Management Limited (FRN 792709) 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 Channel Wharf 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. Channel Wharf Wealth Management Limited (FRN 792709) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Channel Wharf Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Channel Wharf 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 Channel Wharf Wealth Management’s phone number and website?
The FCA register lists the phone number 07970 497026 and the website channelwharfwealth.com for Channel Wharf Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Channel Wharf Wealth Management a scam or clone?
Channel Wharf 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 Channel Wharf Wealth Management?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Channel Wharf Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Channel Wharf Wealth Management?
Companies House lists one person with significant control of Channel Wharf Wealth Management: Mr Paul Burnside (75–100% of shares). Before that, it was controlled by Mrs Taise Santana De Macedo.
Who runs Channel Wharf Wealth Management?
Companies House lists one director of Channel Wharf Wealth Management: Paul Burnside.
How long has Channel Wharf Wealth Management been in business?
The company was formed on 17 October 2017.
What do Channel Wharf Wealth Management’s latest accounts show?
Its latest accounts, to 31 December 2024, show net assets of £12.6k (−26% from £17.0k) and cash at bank of £6,186 (−68% from £19.1k).

Sources and links

The full report on Channel Wharf Wealth Management Limited

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