Financial AdviserProfile

Ballantine Wealth Management Limited

Public-record profile
16 Angel Crescent, Bridgwater, TA6 3EW
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Profile data from public records and claimed profile updates where available

Not fully verified by VerifiedAdvisers: This profile has been generated from public records. The firm has not yet claimed this page, so we have not completed all member verification checks. Public records can be incomplete or change over time.

Ballantine Wealth Management Limited is listed as a FCA appointed representative in the TA6 3EW area. Registered at Companies House in 2018. FCA records list St. James's Place Wealth Management Plc as the principal firm for this appointed representative. Listed service areas include Investment Advisory.

Founded
2018
Type
FCA appointed representative
Company No.
11428358
SIC
66190
Services
1

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Services

Investment Advisory

Verified By

FCA Register Checked

Regulatory Context

FCA principal firm

St. James's Place Wealth Management Plc, FRN 195351 (Full)

Companies House

BALLANTINE WEALTH MANAGEMENT LIMITED is active and was incorporated on 22 June 2018.

Nature of business: 66190 - Activities auxiliary to financial intermediation n.e.c.

Registered office: Suite 106 Viney Court, Viney Street, Taunton, Somerset, TA1 3FB, England

Authorisations

FCAactive
Reference: 812482
Type: FCA appointed representative
Company no.: 11428358
Verified:
View public register

Company Snapshot

Industry
Financial & Investment Services
Data Freshness
Stale (> 1 year)
Accounts last made up to
31 March 2025
Accounts next due
31 December 2026
Accounts type
Total Exemption Full
Employees
9
Equity
£200
Cash
£203,914
Fixed assets
£1,289,927
Current assets
£324,625
Net current assets/liabilities
£37,503
Charges
0
Outstanding charges
0
Insolvency cases
0
View Companies House profile

People and Control

Active directors

BALLANTINE, David James
Appointed 18 October 2024
DOB: 3/1987
BALLANTINE, Leighton John
Appointed 22 June 2018
DOB: 1/1984
BRITTON, Thomas Christopher
Appointed 21 October 2024
DOB: 1/1989

Persons with significant control

Mr Leighton John Ballantine
Individual Person With Significant Control, Ownership Of Shares 50 To 75 Percent, Voting Rights 50 To 75 Percent
DOB: 1/1984

Recent Filings

16 December 2025
AA
accounts with accounts type total exemption full
16 December 2025
RP01CS01
replacement filing of confirmation statement with made up date
3 July 2025
CS01
confirmation statement with updates
21 January 2025
PSC04
change to a person with significant control
2 December 2024
AA
accounts with accounts type total exemption full
18 November 2024
RESOLUTIONS
resolution

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Location

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You'll find Ballantine Wealth Management Limited at the location shown on the map in Bridgwater.

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ℹ️ Public Records: This profile has been generated from official public records. The adviser has not yet claimed or verified these details.