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Efficient Portfolio Wealth Limited

Efficient Portfolio Wealth Limited is an active company incorporated on 2 March 2022 with the registered office located in Oakham, Rutland. Efficient Portfolio Wealth Limited was registered 3 years ago.
Status
Active
Active since incorporation
Company No
13948970
Private limited company
Age
3 years
Incorporated 2 March 2022
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 1 March 2025 (8 months ago)
Next confirmation dated 1 March 2026
Due by 15 March 2026 (4 months remaining)
Last change occurred 7 months ago
Accounts
Submitted
For period 1 Apr31 Mar 2024 (1 year)
Accounts type is Micro Entity
Next accounts for period 31 March 2025
Due by 31 December 2025 (1 month remaining)
Address
Portfolian House
30 Melton Road
Oakham
Rutland
LE15 6AY
England
Same address since incorporation
Telephone
01572 898060
Email
Unreported
Website
Unreported
People
Officers
1
Shareholders
1
Controllers (PSC)
1
Director • British • Lives in England • Born in Feb 1977
Mr Charles David Reading
PSC • British • Lives in England • Born in Feb 1977
Shareholders, PSCs & Group Structure
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Mutual Companies
No mutual companies found
Financials
Net Assets, Total Assets & Total Liabilities (2023–2024)
Period Ended
31 Mar 2024
For period 31 Mar31 Mar 2024
Traded for 12 months
Cash in Bank
Unreported
Same as previous period
Turnover
Unreported
Same as previous period
Employees
4
Increased by 1 (+33%)
Total Assets
£129.36K
Increased by £122.51K (+1787%)
Total Liabilities
-£490.19K
Increased by £410.39K (+514%)
Net Assets
-£360.83K
Decreased by £287.88K (+395%)
Debt Ratio (%)
379%
Decreased by 785.17% (-67%)
Latest Activity
Confirmation Submitted
7 Months Ago on 14 Mar 2025
Micro Accounts Submitted
10 Months Ago on 19 Dec 2024
Mr Charles David Reading (PSC) Details Changed
1 Year Ago on 6 Nov 2024
Confirmation Submitted
1 Year 8 Months Ago on 8 Mar 2024
Micro Accounts Submitted
1 Year 11 Months Ago on 28 Nov 2023
Confirmation Submitted
2 Years 8 Months Ago on 13 Mar 2023
Mr Charles David Reading (PSC) Details Changed
2 Years 9 Months Ago on 26 Jan 2023
Incorporated
3 Years Ago on 2 Mar 2022
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Documents
Confirmation statement made on 1 March 2025 with updates
Submitted on 14 Mar 2025
Micro company accounts made up to 31 March 2024
Submitted on 19 Dec 2024
Change of details for Mr Charles David Reading as a person with significant control on 6 November 2024
Submitted on 6 Nov 2024
Confirmation statement made on 1 March 2024 with updates
Submitted on 8 Mar 2024
Micro company accounts made up to 31 March 2023
Submitted on 28 Nov 2023
Confirmation statement made on 1 March 2023 with updates
Submitted on 13 Mar 2023
Particulars of variation of rights attached to shares
Submitted on 6 Feb 2023
Change of details for Mr Charles David Reading as a person with significant control on 26 January 2023
Submitted on 6 Feb 2023
Change of share class name or designation
Submitted on 6 Feb 2023
Resolutions
Submitted on 1 Feb 2023
Repayment History
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