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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 9 years ago.
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Status
Active
Active since
incorporation
Company No
10491419
Private limited company
Age
9 years
Incorporated
22 November 2016
Size
Micro
Turnover is under
£1M
Under
10 employees
Confirmation
Submitted
Dated
21 November 2025
(15 days ago)
Next confirmation dated
21 November 2026
Due by
5 December 2026
(12 months remaining)
Last change occurred
2 days ago
Accounts
Submitted
For period
1 Apr
⟶
31 Mar 2025
(12 months)
Accounts type is
Total Exemption Full
Next accounts for period
31 March 2026
Due by
31 December 2026
(1 year remaining)
Learn more about Portbury Wealth Management Limited
Contact
Update Details
Address
7 Johnston Road
Woodford Green
IG8 0XA
United Kingdom
Same address since
incorporation
Companies in IG8 0XA
Telephone
020 84989496
Email
Unreported
Website
Portburywealth.co.uk
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People
Officers
5
Shareholders
5
Controllers (PSC)
1
Jonathan Peter Claridge
Director • British • Lives in UK • Born in Dec 1982
Stuart James Knight
Director • British • Lives in UK • Born in Apr 1973
James John Henwood
Director • British • Lives in England • Born in Jul 1976
Matthew Terence Cureton
Director • British • Lives in England • Born in Apr 1974
Coomarassen Jason Rungasamy
Director • British • Lives in England • Born in May 1970
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Shareholders, PSCs & Group Structure
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Mutual Companies
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
Titan Alternatives Limited
Matthew Terence Cureton is a mutual person.
Active
Fortura Financial Partners Limited
Jonathan Peter Claridge is a mutual person.
Active
Little Lion Holdings Ltd
Matthew Terence Cureton is a mutual person.
Active
See All Mutual Companies
Financials
Net Assets, Total Assets & Total Liabilities (2018–2025)
Period Ended
31 Mar 2025
For period
31 Mar
⟶
31 Mar 2025
Traded for
12 months
Cash in Bank
£282.41K
Decreased by £116.11K (-29%)
Turnover
Unreported
Same as previous period
Employees
10
Increased by 2 (+25%)
Total Assets
£1.31M
Decreased by £124.9K (-9%)
Total Liabilities
-£428.11K
Decreased by £583.27K (-58%)
Net Assets
£878.8K
Increased by £458.37K (+109%)
Debt Ratio (%)
33%
Decreased by 37.88% (-54%)
See 10 Year Full Financials
Latest Activity
Confirmation Submitted
2 Days Ago on 4 Dec 2025
Full Accounts Submitted
18 Days Ago on 18 Nov 2025
Charge Satisfied
4 Months Ago on 16 Jul 2025
Full Accounts Submitted
11 Months Ago on 30 Dec 2024
Confirmation Submitted
1 Year Ago on 22 Nov 2024
Mr Coomarassen Jason Rungasamy Details Changed
1 Year Ago on 21 Nov 2024
Mr James John Henwood Details Changed
1 Year Ago on 21 Nov 2024
Full Accounts Submitted
1 Year 9 Months Ago on 26 Feb 2024
Confirmation Submitted
2 Years Ago on 6 Dec 2023
St. James’S Place Acquisition Services Limited (PSC) Details Changed
2 Years Ago on 22 Nov 2023
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Get Credit Report
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Documents
Confirmation statement made on 21 November 2025 with updates
Submitted on 4 Dec 2025
Total exemption full accounts made up to 31 March 2025
Submitted on 18 Nov 2025
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
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Repayment History
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