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Portcullis Financial Planning Limited
Portcullis Financial Planning Limited is an active company incorporated on 19 February 2007 with the registered office located in Bromsgrove, Worcestershire. Portcullis Financial Planning Limited was registered 18 years ago.
Watch Company
Status
Active
Active since
incorporation
Company No
06113368
Private limited company
Age
18 years
Incorporated
19 February 2007
Size
Micro
Turnover is under
£1M
Balance sheet is under
£500,000
Under
10 employees
Confirmation
Submitted
Dated
25 August 2025
(18 days ago)
Next confirmation dated
25 August 2026
Due by
8 September 2026
(12 months remaining)
Last change occurred
7 days ago
Accounts
Submitted
For period
1 Apr
⟶
31 Mar 2025
(12 months)
Accounts type is
Full
Next accounts for period
31 March 2026
Due by
31 December 2026
(1 year 3 months remaining)
Learn more about Portcullis Financial Planning Limited
Contact
Address
10 Greenbox Weston Hall Road
Stoke Prior
Bromsgrove
B60 4AL
England
Address changed on
20 Jul 2022
(3 years ago)
Previous address was
Wassell Grove Business Centre Wassell Grove Lane Stourbridge West Midlands DY9 9JH England
Companies in B60 4AL
Telephone
01562510510
Email
Available in Endole App
Website
Portcullis-financial.co.uk
See All Contacts
People
Officers
5
Shareholders
2
Controllers (PSC)
2
Mr Oliver Charles Brown
Director • Investment Manager • British • Lives in England • Born in Sep 1980
Mr Alan Frederick Beaney
Director • Investment Director • British • Lives in England • Born in Aug 1957
Mr Glenn John Meyer
Director • Head Of Managed Funds • British • Lives in England • Born in Jun 1959
Mr Neil Michael Whelan
Director • Investment Director • British • Lives in England • Born in Dec 1978
Robert Michael Blount
Director • Financial Adviser • British • Lives in UK • Born in Jan 1978
See Key People
Shareholders, PSCs & Group Structure
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Mutual Companies
RMB MGMT Limited
Robert Michael Blount is a mutual person.
Active
Sip Ventures Ltd
Robert Michael Blount is a mutual person.
Active
See All Mutual Companies
Financials
Net Assets, Total Assets & Total Liabilities (2016–2025)
Period Ended
31 Mar 2025
For period
31 Mar
⟶
31 Mar 2025
Traded for
12 months
Cash in Bank
£255.49K
Increased by £64.15K (+34%)
Turnover
£488.83K
Increased by £66.39K (+16%)
Employees
2
Same as previous period
Total Assets
£284.89K
Increased by £49.01K (+21%)
Total Liabilities
-£68.31K
Decreased by £27.19K (-28%)
Net Assets
£216.57K
Increased by £76.2K (+54%)
Debt Ratio (%)
24%
Decreased by 16.51% (-41%)
See 10 Year Full Financials
Latest Activity
Confirmation Submitted
7 Days Ago on 5 Sep 2025
Full Accounts Submitted
1 Month Ago on 24 Jul 2025
R C Brown Investment Management Plc (PSC) Details Changed
5 Months Ago on 14 Apr 2025
Rmb Mgmt Limited (PSC) Appointed
5 Months Ago on 14 Apr 2025
Confirmation Submitted
1 Year Ago on 6 Sep 2024
Full Accounts Submitted
1 Year 1 Month Ago on 22 Jul 2024
Confirmation Submitted
2 Years Ago on 25 Aug 2023
Full Accounts Submitted
2 Years 1 Month Ago on 27 Jul 2023
Confirmation Submitted
3 Years Ago on 25 Aug 2022
Full Accounts Submitted
3 Years Ago on 28 Jul 2022
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Get Credit Report
Discover Portcullis Financial Planning Limited's Credit Score, how much credit you can offer them, and how likely they are to repay you
See All Credit Score & Limits
Documents
Confirmation statement made on 25 August 2025 with updates
Submitted on 5 Sep 2025
Full accounts made up to 31 March 2025
Submitted on 24 Jul 2025
Change of details for R C Brown Investment Management Plc as a person with significant control on 14 April 2025
Submitted on 8 May 2025
Notification of Rmb Mgmt Limited as a person with significant control on 14 April 2025
Submitted on 8 May 2025
Memorandum and Articles of Association
Submitted on 28 Apr 2025
Resolutions
Submitted on 28 Apr 2025
Resolutions
Submitted on 28 Apr 2025
Change of share class name or designation
Submitted on 28 Apr 2025
Confirmation statement made on 25 August 2024 with no updates
Submitted on 6 Sep 2024
Full accounts made up to 31 March 2024
Submitted on 22 Jul 2024
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Repayment History
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