Company Information & Financial DataPortfolio Financial Consultancy Ltd.
Registered address:
- T: 01792 483 860
Directors
Current | Date Appointed |
---|---|
Reveal name
Swansea, West Glamorgan, SA3
|
25 Apr 2002 |
Reveal name
Swansea, West Glamorgan, SA1
|
17 Sep 2013 |
Reveal name
Reading, Berkshire, RG1
|
08 Jun 2023 |
Previous | Date Appointed | Date Resigned |
---|---|---|
Reveal name
Pontypool, Gwent, NP4
|
25 Apr 2002 | 05 May 2017 |
Reveal name
London, London, N1
|
25 Apr 2002 | 25 Apr 2002 |
Reveal name
London, London, N1
|
25 Apr 2002 | 25 Apr 2002 |
Source: Companies House
Summary Profit & Loss
Years
Profit Before Tax TurnoverDate of Accounts | Year Ending 31 Jul 2018 £ |
Year Ending 31 Jul 2019 £ |
Year Ending 31 Jul 2020 £ |
Year Ending 31 Jul 2021 £ |
Year Ending 31 Jul 2022 £ |
|
---|---|---|---|---|---|---|
Turnover |
31 Jul 2018
31 Jul 2019
31 Jul 2020
31 Jul 2021
31 Jul 2022
|
N/A | N/A | N/A | N/A | N/A |
Profit Before Tax |
31 Jul 2018
31 Jul 2019
31 Jul 2020
31 Jul 2021
31 Jul 2022
|
N/A | N/A | N/A | N/A | N/A |
No. of Employees |
31 Jul 2018
31 Jul 2019
31 Jul 2020
31 Jul 2021
31 Jul 2022
|
18 | 18 | 23 | 28 | 27 |
Source: Companies House
Summary Balance Sheet
For more information on Abbreviated Accounts please click here:
http://www.companieshouse.gov.uk/about/gbhtml/gp2.shtml#ch6
Years
Net Worth Cash
31 Jul 2018
£ |
31 Jul 2019
£ |
31 Jul 2020
£ |
31 Jul 2021
£ |
31 Jul 2022
£ |
||
---|---|---|---|---|---|---|
Total Asset |
31 Jul 2018
31 Jul 2019
31 Jul 2020
31 Jul 2021
31 Jul 2022
|
£1,283,157 | £1,349,665 | £1,781,036 | £2,379,827 | £2,751,814 |
Current Asset |
31 Jul 2018
31 Jul 2019
31 Jul 2020
31 Jul 2021
31 Jul 2022
|
£560,592 | £837,445 | £1,089,498 | £1,603,334 | £2,013,580 |
Current Liabilities |
31 Jul 2018
31 Jul 2019
31 Jul 2020
31 Jul 2021
31 Jul 2022
|
£682,185 | £523,091 | £754,465 | £1,137,686 | £962,961 |
Net Current Assets |
31 Jul 2018
31 Jul 2019
31 Jul 2020
31 Jul 2021
31 Jul 2022
|
£600,972 | £826,574 | £1,026,571 | £1,242,141 | £1,788,853 |
Net Current Liabilities |
31 Jul 2018
31 Jul 2019
31 Jul 2020
31 Jul 2021
31 Jul 2022
|
£346,348 | £346,103 | £551,539 | £687,267 | £600,070 |
Net Worth |
31 Jul 2018
31 Jul 2019
31 Jul 2020
31 Jul 2021
31 Jul 2022
|
£600,972 | £751,738 | £959,219 | £1,182,273 | £1,736,469 |
Cash |
31 Jul 2018
31 Jul 2019
31 Jul 2020
31 Jul 2021
31 Jul 2022
|
£272,545 | £378,645 | £794,863 | £875,584 | £834,465 |
Profit & Loss Reserve |
31 Jul 2018
31 Jul 2019
31 Jul 2020
31 Jul 2021
31 Jul 2022
|
£600,772 | £826,374 | £1,026,371 | £1,241,941 | £1,788,653 |
Source: Companies House
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|
Financial Services | 09758487 |
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T:
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|
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T:
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|
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T:
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|
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|
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Cpl Bidco Limited
|
Holding Companies Management Activities | 10730649 |
Rickard Keen Financial Services Limited
T:
0345 475 7500
|
Financial Advisers (Independent) | 04300972 |
Ascot Lloyd Trustees Limited
T:
01606 871118
|
Financial Services | 05943407 |
Gee & Watson Wealth Management Limited
T:
0151 342 6496
|
Financial Advisers (Independent) | 01862969 |
Montage Portfolio Management Ltd
T:
01245 506010
|
Financial Advisers (Independent) | 04137475 |
Cowgills Wealth Limited
T:
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|
Pension Companies | 09156218 |
Harrington Wood Bath (holdings) Limited
|
Holding Companies Management Activities | 06973841 |
Newell Palmer Financial Planning Ltd
T:
0333 043 3444
|
Financial Services | 03298984 |
Optimum Platform Services Limited
T:
01792 483860
|
Financial Services | 12432398 |
Ascot Lloyd Limited
|
N/A | 13905153 |
Key: N/A = Not Available