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Portbury Wealth Management Limited

Portbury Wealth Management Limited is an active company incorporated on 22 November 2016 with the registered office located in Woodford Green, Greater London. Portbury Wealth Management Limited was registered 8 years ago.
Status
Active
Active since incorporation
Company No
10491419
Private limited company
Age
8 years
Incorporated 22 November 2016
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 21 November 2024 (11 months ago)
Next confirmation dated 21 November 2025
Due by 5 December 2025 (1 month remaining)
Last change occurred 11 months ago
Accounts
Submitted
For period 1 Apr31 Mar 2024 (1 year)
Accounts type is Total Exemption Full
Next accounts for period 31 March 2025
Due by 31 December 2025 (2 months remaining)
Address
7 Johnston Road
Woodford Green
IG8 0XA
United Kingdom
Same address since incorporation
Telephone
020 84989496
Email
Unreported
People
Officers
5
Shareholders
5
Controllers (PSC)
1
Director • Financial Intermediary • British • Lives in England • Born in May 1970
Director • Financial Intermediary • British • Lives in England • Born in Apr 1974
Director • Coo • British • Lives in UK • Born in Jul 1976
Director • Financial Intermediary • British • Lives in UK • Born in Apr 1973
Director • Chartered Accountant • British • Lives in UK • Born in Dec 1982
Shareholders, PSCs & Group Structure
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Mutual Companies
Titan Alternatives Limited
James John Henwood and Matthew Terence Cureton are mutual people.
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Cheltenham Lido Limited
Jonathan Peter Claridge is a mutual person.
Active
Cheltenham Lido Trading Limited
Jonathan Peter Claridge is a mutual person.
Active
Lewington Wealth Management Limited
Jonathan Peter Claridge is a mutual person.
Active
Reflect Financial Limited
Jonathan Peter Claridge is a mutual person.
Active
Ian Cockbain Wealth Management Limited
Jonathan Peter Claridge is a mutual person.
Active
Future Proof Limited
Jonathan Peter Claridge is a mutual person.
Active
Edwards Wealth Ltd
Jonathan Peter Claridge is a mutual person.
Active
Financials
Net Assets, Total Assets & Total Liabilities (2018–2024)
Period Ended
31 Mar 2024
For period 31 Mar31 Mar 2024
Traded for 12 months
Cash in Bank
£398.52K
Increased by £216.19K (+119%)
Turnover
Unreported
Same as previous period
Employees
8
Increased by 2 (+33%)
Total Assets
£1.43M
Decreased by £65.3K (-4%)
Total Liabilities
-£1.01M
Decreased by £496.16K (-33%)
Net Assets
£420.43K
Increased by £430.86K (-4132%)
Debt Ratio (%)
71%
Decreased by 30.06% (-30%)
Latest Activity
Charge Satisfied
3 Months Ago on 16 Jul 2025
Full Accounts Submitted
9 Months Ago on 30 Dec 2024
Confirmation Submitted
11 Months Ago on 22 Nov 2024
Mr Coomarassen Jason Rungasamy Details Changed
11 Months Ago on 21 Nov 2024
Mr James John Henwood Details Changed
11 Months Ago on 21 Nov 2024
Full Accounts Submitted
1 Year 7 Months Ago on 26 Feb 2024
Confirmation Submitted
1 Year 10 Months Ago on 6 Dec 2023
St. James’S Place Acquisition Services Limited (PSC) Details Changed
1 Year 11 Months Ago on 22 Nov 2023
St. James’S Place Acquisition Services Limited (PSC) Appointed
2 Years 9 Months Ago on 23 Jan 2023
Mr Jonathan Peter Claridge Appointed
2 Years 9 Months Ago on 23 Jan 2023
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Documents
Correction of a Director's date of birth incorrectly stated on incorporation / mr stuart james knight
Submitted on 26 Sep 2025
Satisfaction of charge 104914190001 in full
Submitted on 16 Jul 2025
Total exemption full accounts made up to 31 March 2024
Submitted on 30 Dec 2024
Confirmation statement made on 21 November 2024 with updates
Submitted on 22 Nov 2024
Director's details changed for Mr James John Henwood on 21 November 2024
Submitted on 21 Nov 2024
Director's details changed for Mr Coomarassen Jason Rungasamy on 21 November 2024
Submitted on 21 Nov 2024
Total exemption full accounts made up to 31 March 2023
Submitted on 26 Feb 2024
Change of details for St. James’S Place Acquisition Services Limited as a person with significant control on 22 November 2023
Submitted on 7 Dec 2023
Confirmation statement made on 21 November 2023 with updates
Submitted on 6 Dec 2023
Sub-division of shares on 19 January 2023
Submitted on 25 Jan 2023
Repayment History
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