Eastgate Wealth Management Ltd

Reference number: 416284

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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.
  • Eastgate Wealth Management Ltd (FRN 416284) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Eastgate Wealth Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Eastgate 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, 1 thing worth a closer look

  • When eastgatewealthmanagementltd.co.uk first appeared online, and whether it can receive email
  • What kind of line 01327 359368 is
  • Who else gives the postcode NN12 6FB
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Other names (2)

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

  • Andrew Eastgate Former name
  • Eastgate Wealth Management 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 name
EASTGATE WEALTH MANAGEMENT LIMITED
Company number
06944886
Company status
Active
Company type
Private limited company
Incorporated
25 June 2009 (17 years old)
Registered office
1 Sharpe Street, Towcester, NN12 6FB, England
Nature of business
  • Other activities auxiliary to insurance and pension funding (SIC 66290)

Directors and company secretaries

Name Role Born Appointed Other companies
Andrew John Eastgate Director Apr 1964 25 Jun 2009 None
Karen Jane Eastgate Director Nov 1965 25 Jun 2009 None
Karen Jane Eastgate Secretary Not published 25 Jun 2009 None

In the full report: every company its directors have run

  • Confirmation that these 2 directors run no other company
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Filed accounts and finances

Year to 31 December 2025Abridged accountsNot audited

Net assets

£2.51m

+7.7% from £2.33m

Cash at bank

£108k

No earlier figure to compare

Employees (average)

2

Same as 2

Owed within a year

£15.3k

−47% from £28.9k

Assets and liabilities

In the full report: all 7 years of accounts

  • Every year from 2019 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 06944886. 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

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

Key events (6) All events (10)

2016

6 April 2016

  • Andrew John Eastgate became a part-owner (25–50% of shares)
  • Karen Jane Eastgate became a part-owner (25–50% of shares)

Companies House

2009

17 August 2009

  • Changed its registered name from "Eastgate Wealth Management"

FCA register

25 June 2009

  • Incorporated at Companies House

Companies House

2006

26 October 2006

  • Changed its registered name from "Andrew Eastgate"

FCA register

2004

1 December 2004

  • Became an appointed representative

FCA register

In the full report: all 10 events

  • All 10 events in its history (6 shown here)
  • Every director appointment and resignation: 2
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Firms like Eastgate Wealth Management

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

In Towcester

McLay-James LimitedTowcesterAuthorised

In the Northampton (NN) postcode area

Accuma Financial Planning LtdNorthamptonAppointed representativeAll Saints Financial LLPNorthamptonAppointed representativeAttain Financial Solutions LtdWellingboroughAppointed representativeBarfield Financial Advisors LtdNorthamptonAppointed representativeBarfield Wealth LtdNorthamptonAppointed 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 Eastgate 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, 1 flagged
  • 7 years of accounts, charted
  • All 10 events in its history

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Frequently asked questions about this firm

Is Eastgate Wealth Management Ltd FCA authorised?
Eastgate Wealth Management Ltd (FRN 416284) 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 Eastgate 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. Eastgate Wealth Management Ltd (FRN 416284) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Eastgate Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Eastgate 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 Eastgate Wealth Management’s phone number and website?
The FCA register lists the phone number 01327 359368 and the website eastgatewealthmanagementltd.co.uk for Eastgate Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Eastgate Wealth Management a scam or clone?
Eastgate 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 Eastgate Wealth Management?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Eastgate Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Eastgate Wealth Management?
Companies House lists 2 people with significant control of Eastgate Wealth Management: Mr Andrew John Eastgate (25–50% of shares) and Mrs Karen Jane Eastgate (25–50% of shares).
Who runs Eastgate Wealth Management?
Companies House lists 2 directors of Eastgate Wealth Management: Andrew John Eastgate and Karen Jane Eastgate.
How long has Eastgate Wealth Management been in business?
The company was formed on 25 June 2009.
What do Eastgate Wealth Management’s latest accounts show?
Its latest accounts, to 31 December 2025, show net assets of £2.51m (+7.7% from £2.33m) and cash at bank of £108k (no earlier figure to compare).
Does Eastgate Wealth Management use any other names?
It has previously used 2 other names: Andrew Eastgate and Eastgate Wealth Management.

Sources and links

The full report on Eastgate Wealth Management Ltd

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