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Portal Financial Planning Limited

Portal Financial Planning Limited is an active company incorporated on 1 March 2012 with the registered office located in Huddersfield, West Yorkshire. Portal Financial Planning Limited was registered 13 years ago.
Status
Active
Active since incorporation
Company No
07972074
Private limited company
Age
13 years
Incorporated 1 March 2012
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 3 July 2025 (4 months ago)
Next confirmation dated 3 July 2026
Due by 17 July 2026 (8 months remaining)
Last change occurred 1 year 4 months ago
Accounts
Submitted
For period 1 Apr31 Mar 2025 (12 months)
Accounts type is Micro Entity
Next accounts for period 31 March 2026
Due by 31 December 2026 (1 year 1 month remaining)
Address
Heritage Exchange Plover Road
Lindley
Huddersfield
HD3 3HR
England
Same address for the past 4 years
Telephone
01484599200
Email
Unreported
People
Officers
1
Shareholders
4
Controllers (PSC)
1
Director • PSC • Financial Adviser • British • Lives in England • Born in Jun 1974
Shareholders, PSCs & Group Structure
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Mutual Companies
No mutual companies found
Brands
Portal Financial Planning
Portal Financial Planning is an independent financial advisory firm based in Huddersfield, serving clients across Yorkshire.
Financials
Net Assets, Total Assets & Total Liabilities (2016–2025)
Period Ended
31 Mar 2025
For period 31 Mar31 Mar 2025
Traded for 12 months
Cash in Bank
Unreported
Same as previous period
Turnover
Unreported
Same as previous period
Employees
4
Same as previous period
Total Assets
£175.4K
Increased by £27.09K (+18%)
Total Liabilities
-£101.71K
Decreased by £6.31K (-6%)
Net Assets
£73.68K
Increased by £33.4K (+83%)
Debt Ratio (%)
58%
Decreased by 14.85% (-20%)
Latest Activity
Confirmation Submitted
3 Months Ago on 14 Jul 2025
Micro Accounts Submitted
3 Months Ago on 11 Jul 2025
Micro Accounts Submitted
1 Year 3 Months Ago on 18 Jul 2024
Shares Cancelled
1 Year 4 Months Ago on 4 Jul 2024
Confirmation Submitted
1 Year 4 Months Ago on 3 Jul 2024
Mr Steven Michael Haigh (PSC) Details Changed
1 Year 4 Months Ago on 20 Jun 2024
Richard Kaye (PSC) Resigned
1 Year 4 Months Ago on 20 Jun 2024
Confirmation Submitted
1 Year 7 Months Ago on 30 Mar 2024
Micro Accounts Submitted
1 Year 10 Months Ago on 20 Dec 2023
Richard Kaye Resigned
2 Years 7 Months Ago on 20 Mar 2023
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Documents
Confirmation statement made on 3 July 2025 with no updates
Submitted on 14 Jul 2025
Micro company accounts made up to 31 March 2025
Submitted on 11 Jul 2025
Micro company accounts made up to 31 March 2024
Submitted on 18 Jul 2024
Cancellation of shares. Statement of capital on 20 June 2024
Submitted on 4 Jul 2024
Confirmation statement made on 3 July 2024 with updates
Submitted on 3 Jul 2024
Change of details for Mr Steven Michael Haigh as a person with significant control on 20 June 2024
Submitted on 28 Jun 2024
Cessation of Richard Kaye as a person with significant control on 20 June 2024
Submitted on 28 Jun 2024
Confirmation statement made on 1 March 2024 with updates
Submitted on 30 Mar 2024
Micro company accounts made up to 31 March 2023
Submitted on 20 Dec 2023
Termination of appointment of Richard Kaye as a director on 20 March 2023
Submitted on 21 Mar 2023
Repayment History
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