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 2 years
- Protected through the principal
- No FCA actions
- Active company since 2023
- Accounts filed up to 31 July 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.
- Southgate Wealth Management Ltd (FRN 1006528) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Southgate Wealth Management's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from Southgate 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
St. James’s Place House, 2610 The Quadrant, Aztec West, Almondsbury, Bristol, BS32 4AQ, United Kingdom
In the full report: 2 background checks, 1 thing worth a closer look
- What kind of line 01454 618700 is, and the 2 other firms that give it
- Whether BS32 4AQ is a shared office: 38 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 name
- SOUTHGATE WEALTH MANAGEMENT LIMITED
- Company number
- 15034773 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 28 July 2023 (3 years old)
- Registered office
- 87 High Street, Hanham, Bristol, BS15 3QG, England
- Nature of business
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- Financial management (SIC 70221)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Jonathan Gerrard Southgate | Director | Feb 1984 | 28 Jul 2023 | None |
In the full report: every company its directors have run
- Confirmation that its director runs no other company
Filed accounts and finances
Total equity
£44.5k
+233% from £13.4k
Employees (average)
1
Same as 1
Owed within a year
£51.6k
+359% from £11.2k
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 15034773. 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
Southgate Wealth Management’s history from the FCA register and Companies House, newest first.
2024
7 February 2024
- Began trading as "Southgate Wealth Management"
FCA register
3 January 2024
- Became an appointed representative
FCA register
2023
28 July 2023
- Incorporated at Companies House
- Jonathan Gerrard Southgate took control (75–100% of shares)
- Jonathan Gerrard Southgate appointed as a director
Companies House
Director appointments and resignations, and trading names, appear under All events.
Firms connected to Southgate Wealth Management
Other FCA-listed firms that share a director, phone number or address with Southgate Wealth Management. A link shows who the firm is tied to, not whether either can be trusted.
- connected firms
- 2
- share its phone number
- 2
- share its postcode
- 2
In the full report: all 2 connected firms, named
- How each is linked: the same phone number (2), the same postcode (2)
- Who links each one: the named directors, with dates
Firms like Southgate Wealth Management
Other firms of the same type (financial adviser), nearest first.
In Bristol
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 Southgate 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
- 2 background checks on its contact details, 1 flagged
- All 5 events in its history
- 2 connected firms, named, and who links them
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Frequently asked questions about this firm
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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