Port Brae Associates Ltd

Reference number: 1001293

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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.
  • Port Brae Associates Ltd (FRN 1001293) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Port Brae Associates's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Port Brae Associates, 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 portbrae.co.uk first appeared online, and whether it can receive email
  • What kind of line 01450 393329 is
  • Who else gives the postcode TD15 1AQ
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Other names (1)

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

  • Port Brae Wealth Management Trading 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
15047796
Company status
Active
Company type
Private limited company
Incorporated
3 August 2023 (3 years old)
Registered office
42 Bridge Street, Berwick-Upon-Tweed, TD15 1AQ, England
Nature of business
  • Administration of financial markets (SIC 66110)

Directors and company secretaries

Name Role Born Appointed Other companies
Rory Joseph Graham Director Jan 1994 3 Aug 2023 None
Michael Edward Cornish Director Feb 1984 4 Sep 2023 None
Mark Edward Mcgonigle Director Feb 1982 4 Jan 2024 None
Michael Patrick Mcgovern Director Jul 1969 4 Jan 2024 3 other companies

Other companies run by these 4 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
still active
3

In the full report: all 3 companies, named

  • What each company does, and whether it is still trading
  • Which of these 4 directors sit on each board, and since when
  • Any that went into liquidation or administration
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Filed accounts and finances

Year to 30 November 2025Small company accountsNot audited

Net assets

£346k

+50% from £231k

Cash at bank

£282k

+123% from £126k

Employees (average)

10

Same as 10

Assets and liabilities

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 15047796. 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

Port Brae Associates’s history from the FCA register and Companies House, newest first.

Key events (4) All events (9)

2024

4 January 2024

  • Rory Joseph Graham gave up control

Companies House · FCA register

2023

22 August 2023

  • Became an appointed representative

FCA register

3 August 2023

  • Incorporated at Companies House
  • Rory Joseph Graham took control (75–100% of shares)

Companies House

In the full report: all 9 events

  • All 9 events in its history (4 shown here)
  • Every director appointment and resignation: 4
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Firms like Port Brae Associates

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

In Berwick-Upon-Tweed

Watson Financial Planning Ltd.Berwick-upon-TweedAuthorised

In the Galashiels (TD) postcode area

Brian SmithMelroseAppointed representativeBroadmeadows Financial Planning LtdSelkirkAppointed representativeDeans Investment Advisors LLPHawickAppointed representativeMurrow Wealth Management LimitedMelroseAppointed representativeBell Financial Planning LimitedMelroseAuthorised

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 Port Brae Associates

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
  • All 9 events in its history

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Frequently asked questions about this firm

Is Port Brae Associates Ltd FCA authorised?
Port Brae Associates Ltd (FRN 1001293) 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 Port Brae Associates?
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. Port Brae Associates Ltd (FRN 1001293) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Port Brae Associates's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Port Brae Associates, 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 Port Brae Associates’ phone number and website?
The FCA register lists the phone number 01450 393329 and the website portbrae.co.uk for Port Brae Associates. If you were given different contact details, use these to check with the firm before going any further.
Is Port Brae Associates a scam or clone?
Port Brae Associates 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 Port Brae Associates?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Port Brae Associates's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Port Brae Associates?
Companies House lists no one with significant control of Port Brae Associates now. Before that, it was controlled by Rory Joseph Graham.
Who runs Port Brae Associates?
Companies House lists 4 directors of Port Brae Associates: Rory Joseph Graham, Michael Edward Cornish, Mark Edward McGonigle and Michael Patrick McGovern.
How long has Port Brae Associates been in business?
The company was formed on 3 August 2023.
What do Port Brae Associates’ latest accounts show?
Its latest accounts, to 30 November 2025, show net assets of £346k (+50% from £231k) and cash at bank of £282k (+123% from £126k).
Does Port Brae Associates use any other names?
It trades as Port Brae Wealth Management.

Sources and links

The full report on Port Brae Associates Ltd

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