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.
- Appointed for 9 years
- Protected through the principal
- No FCA actions
- Active company since 2016
- Accounts filed up to 31 March 2025
- 1 thing worth a closer look in the background checks
Responsible principal firm
St. James's Place Wealth Management Plc Reference number: 195351 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.
- Portbury Wealth Management Limited (FRN 766698) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Portbury Wealth Management's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from Portbury 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.
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No website on the FCA register
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Phone number
-
Address
30 Lombard Street, London, EC3V 9BQ, United Kingdom
In the full report: 2 background checks, 1 thing worth a closer look
- What kind of line 020 8498 9496 is
- Whether EC3V 9BQ is a shared office: 222 other firms give it
FCA permissions and consumer protection
- Protection through the principal firmProtection 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, freeYou 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
- 10491419 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 22 November 2016 (9 years old)
- Registered office
- 7 Johnston Road, Woodford Green, IG8 0XA, United Kingdom
- Nature of business
-
- Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Stuart James Knight | Director | Apr 1973 | 22 Nov 2016 | None |
| Coomarassen Jason Rungasamy | Director | May 1970 | 22 Nov 2016 | 8 other companies |
| James John Henwood | Director | Jul 1976 | 14 Mar 2019 | 6 other companies |
| Jonathan Peter Claridge | Director | Dec 1982 | 23 Jan 2023 | 13 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
- 23
- closed down
- 8
- are FCA-registered
- 10
In the full report: all 23 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
- The 10 on the FCA register
- The 4 companies these 4 directors run together
- All 5 people who have ever been directors, with their dates
Filed accounts and finances
Net assets
£879k
+109% from £420k
Cash at bank
£282k
−29% from £399k
Employees (average)
10
+25% from 8
Owed within a year
£362k
−52% from £754k
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.
Accounts filed at Companies House for company 10491419. 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
Portbury Wealth Management’s history from the FCA register and Companies House, newest first.
2023
23 January 2023
- St. James’S Place Acquisition Services Limited became a part-owner (25–50% of shares)
Companies House
2019
3 December 2019
- Coomarassen Jason Rungasamy stopped being a part-owner
- James John Henwood stopped being a part-owner
- Matthew Terence Cureton stopped being a part-owner
- Stuart James Knight stopped being a part-owner
Companies House
2016
8 December 2016
- Became an appointed representative
FCA register
22 November 2016
- Incorporated at Companies House
- Coomarassen Jason Rungasamy became a part-owner (25–50% of shares)
- James John Henwood became a part-owner (25–50% of shares)
- Matthew Terence Cureton became a part-owner (25–50% of shares)
- Stuart James Knight became a part-owner (25–50% of shares)
Companies House
In the full report: all 17 events
- All 17 events in its history (11 shown here)
- Every director appointment and resignation: 6
Firms connected to Portbury Wealth Management
Other FCA-listed firms that share a director, phone number or address with Portbury Wealth Management. A link shows who the firm is tied to, not whether either can be trusted.
- connected firms
- 9
- share a director
- 9
- share its postcode
- 1
In the full report: all 9 connected firms, named
- How each is linked: shared directors (9), the same postcode (1)
- Who links each one: the named directors, with dates
- 1 past link through former directors
Firms like Portbury Wealth Management
Other firms of the same type (financial adviser), nearest first.
In London
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 Portbury Wealth Management
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 23 other companies its directors have run, named
- 2 background checks on its contact details, 1 flagged
- All 17 events in its history
- 9 connected firms, named, and who links them
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Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk