Financial AdviserProfile

Consortium Wealth Management Limited

Public-record profile

10 Highgate, Durham, DH1 4GA

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.

Consortium Wealth Management Limited is listed as a FCA appointed representative in the DH1 4GA area. Registered at Companies House in 2015. 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

2015

Type

FCA appointed representative

Company No.

09676061

SIC

66290

Services

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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

CONSORTIUM WEALTH MANAGEMENT LIMITED is active and was incorporated on 8 July 2015.

Nature of business: 66290 - Other activities auxiliary to insurance and pension funding

Registered office: 10 Highgate, Durham, Durham, DH1 4GA, United Kingdom

Authorisations

FCAactive

Reference: 693778

Type: FCA appointed representative

Company no.: 09676061

Verified: —

View public register

Company Snapshot

Industry

66290

Data Freshness

Outdated (< 1 year)

Accounts last made up to

31 July 2025

Accounts next due

30 April 2027

Accounts type

Micro Entity

Employees

Equity

£146,540

Fixed assets

£276,742

Current assets

£4,292

Net current assets/liabilities

-£127,952

Charges

Outstanding charges

Insolvency cases

View Companies House profile

People and Control

Active directors

ATKINSON, David John

Appointed 8 July 2015

DOB: 6/1971

Persons with significant control

Mr David John Atkinson

Individual Person With Significant Control, Ownership Of Shares 75 To 100 Percent, Voting Rights 75 To 100 Percent

DOB: 6/1971

Recent Filings

29 January 2026

accounts with accounts type micro entity

10 July 2025

CS01

confirmation statement with updates

9 July 2025

PSC04

change to a person with significant control

8 July 2025

CH01

change person director company with change date

8 July 2025

AD01

change registered office address company with date old address new address

8 July 2025

CH01

change person director company with change date

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Location

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You'll find Consortium Wealth Management Limited at the location shown on the map in Durham.

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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.