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Port Brae Wealth Management Limited

Port Brae Wealth Management Limited is an active company incorporated on 18 July 2019 with the registered office located in Berwick-upon-Tweed, Northumberland. Port Brae Wealth Management Limited was registered 6 years ago.
Status
Active
Active since incorporation
Company No
12109891
Private limited company
Age
6 years
Incorporated 18 July 2019
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 17 July 2025 (3 months ago)
Next confirmation dated 17 July 2026
Due by 31 July 2026 (9 months remaining)
Last change occurred 1 year 2 months ago
Accounts
Submitted
For period 1 Dec30 Nov 2024 (1 year)
Accounts type is Total Exemption Full
Next accounts for period 30 November 2025
Due by 31 August 2026 (10 months remaining)
Address
42 Bridge Street
Berwick-Upon-Tweed
Northumberland
TD15 1AQ
United Kingdom
Same address since incorporation
Telephone
01450 393329
Email
Unreported
People
Officers
3
Shareholders
1
Controllers (PSC)
1
Director • Financial Adviser • British • Lives in UK • Born in Feb 1984
Director • Director/Financial Adviser • British • Lives in UK • Born in Jul 1969
Director • Financial Adviser • British • Lives in UK • Born in Feb 1982
Port Brae Associates Ltd
PSC
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Mutual Companies
Port Brae Holdings Limited
Mr Michael Patrick McGovern is a mutual person.
Active
The McGonigle Group Ltd
Mr Mark Edward McGonigle is a mutual person.
Active
Valdres Holdings Ltd
Mr Michael Patrick McGovern is a mutual person.
Active
Port Brae Associates Ltd
Mr Michael Patrick McGovern is a mutual person.
Active
Financials
Net Assets, Total Assets & Total Liabilities (2020–2024)
Period Ended
30 Nov 2024
For period 30 Nov30 Nov 2024
Traded for 12 months
Cash in Bank
£25.74K
Decreased by £77.05K (-75%)
Turnover
Unreported
Same as previous period
Employees
3
Decreased by 6 (-67%)
Total Assets
£441.02K
Decreased by £823.63K (-65%)
Total Liabilities
-£9.75K
Decreased by £865.05K (-99%)
Net Assets
£431.27K
Increased by £41.43K (+11%)
Debt Ratio (%)
2%
Decreased by 66.96% (-97%)
Latest Activity
Confirmation Submitted
3 Months Ago on 18 Jul 2025
Full Accounts Submitted
5 Months Ago on 30 Apr 2025
Confirmation Submitted
1 Year 2 Months Ago on 12 Aug 2024
The Mcgonigle Group Ltd (PSC) Resigned
1 Year 9 Months Ago on 4 Jan 2024
Port Brae Associates Ltd (PSC) Appointed
1 Year 9 Months Ago on 4 Jan 2024
Valdres Holdings Limited (PSC) Resigned
1 Year 9 Months Ago on 4 Jan 2024
Full Accounts Submitted
1 Year 10 Months Ago on 18 Dec 2023
Confirmation Submitted
2 Years 2 Months Ago on 2 Aug 2023
Abridged Accounts Submitted
2 Years 5 Months Ago on 10 May 2023
Confirmation Submitted
3 Years Ago on 20 Jul 2022
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Documents
Confirmation statement made on 17 July 2025 with no updates
Submitted on 18 Jul 2025
Total exemption full accounts made up to 30 November 2024
Submitted on 30 Apr 2025
Confirmation statement made on 17 July 2024 with updates
Submitted on 12 Aug 2024
Cessation of Valdres Holdings Limited as a person with significant control on 4 January 2024
Submitted on 4 Jan 2024
Sub-division of shares on 19 December 2023
Submitted on 4 Jan 2024
Memorandum and Articles of Association
Submitted on 4 Jan 2024
Notification of Port Brae Associates Ltd as a person with significant control on 4 January 2024
Submitted on 4 Jan 2024
Cessation of The Mcgonigle Group Ltd as a person with significant control on 4 January 2024
Submitted on 4 Jan 2024
Resolutions
Submitted on 4 Jan 2024
Total exemption full accounts made up to 30 November 2023
Submitted on 18 Dec 2023
Repayment History
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