Efficient Portfolio Wealth Management Limited
Efficient Portfolio Wealth Management Limited is a liquidation company incorporated on 18 March 2010 with the registered office located in Sheffield, South Yorkshire. Efficient Portfolio Wealth Management Limited was registered 15 years ago.
Status
Liquidation
In voluntary liquidation since 2 months ago
Company No
07194008
Private limited company
Age
15 years
Incorporated 18 March 2010
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 14 March 2025 (7 months ago)
Next confirmation dated 14 March 2026
Due by 28 March 2026 (4 months remaining)
Last change occurred 7 months ago
Accounts
Submitted
For period 1 Apr ⟶ 31 Mar 2024 (1 year)
Accounts type is Total Exemption Full
Next accounts for period 31 March 2025
Due by 31 December 2025 (1 month remaining)
Shareholders, PSCs & Group Structure
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Brands
Efficient Portfolio is a financial planning firm that provides advice to clients regarding their financial goals.
Financials
Net Assets, Total Assets & Total Liabilities (2015–2024)
Period Ended
31 Mar 2024
For period 31 Mar ⟶ 31 Mar 2024
Traded for 12 months
Cash in Bank
£123.55K
Increased by £102.27K (+481%)
Turnover
Unreported
Same as previous period
Employees
1
Decreased by 8 (-89%)
Total Assets
£221.65K
Increased by £67.65K (+44%)
Total Liabilities
-£135.91K
Increased by £111.98K (+468%)
Net Assets
£85.74K
Decreased by £44.33K (-34%)
Debt Ratio (%)
61%
Increased by 45.78% (+295%)
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Repayment History
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