Portfolio Wealth Advice Limited
Portfolio Wealth Advice Limited is an active company incorporated on 5 September 2015 with the registered office located in London, Greater London. Portfolio Wealth Advice Limited was registered 10 years ago.
Status
Active
Active since incorporation
Company No
09763873
Private limited company
Age
10 years
Incorporated 5 September 2015
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 5 September 2025 (8 days ago)
Next confirmation dated 5 September 2026
Due by 19 September 2026 (1 year remaining)
Last change occurred 6 years ago
Accounts
Submitted
For period 1 Apr ⟶ 31 Mar 2025 (12 months)
Accounts type is Micro Entity
Next accounts for period 31 March 2026
Due by 31 December 2026 (1 year 3 months remaining)
Shareholders, PSCs & Group Structure
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Brands
Portfolio Wealth Advice Ltd provides independent financial advice to individuals and businesses, focusing on financial planning.
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
Unreported
Same as previous period
Turnover
Unreported
Same as previous period
Employees
2
Same as previous period
Total Assets
£25.72K
Decreased by £7.61K (-23%)
Total Liabilities
-£14.11K
Decreased by £670 (-5%)
Net Assets
£11.61K
Decreased by £6.94K (-37%)
Debt Ratio (%)
55%
Increased by 10.51% (+24%)
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Repayment History
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