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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
Due Soon
Dated 1 March 2025 (11 months ago)
Next confirmation dated 1 March 2026
Due by 15 March 2026 (29 days remaining)
Last change occurred 11 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 (10 months remaining)
Contact
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 • 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 (2023–2025)
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
10
Increased by 6 (+150%)
Total Assets
£90.35K
Decreased by £39.02K (-30%)
Total Liabilities
-£796.27K
Increased by £306.08K (+62%)
Net Assets
-£705.92K
Decreased by £345.1K (+96%)
Debt Ratio (%)
881%
Increased by 502.43% (+133%)
Latest Activity
Micro Accounts Submitted
1 Month Ago on 18 Dec 2025
Confirmation Submitted
11 Months Ago on 14 Mar 2025
Micro Accounts Submitted
1 Year 1 Month Ago on 19 Dec 2024
Mr Charles David Reading (PSC) Details Changed
1 Year 3 Months Ago on 6 Nov 2024
Confirmation Submitted
1 Year 11 Months Ago on 8 Mar 2024
Micro Accounts Submitted
2 Years 2 Months Ago on 28 Nov 2023
Confirmation Submitted
2 Years 11 Months Ago on 13 Mar 2023
Mr Charles David Reading (PSC) Details Changed
3 Years Ago on 26 Jan 2023
Incorporated
3 Years Ago on 2 Mar 2022
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Documents
Micro company accounts made up to 31 March 2025
Submitted on 18 Dec 2025
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
Change of share class name or designation
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
Particulars of variation of rights attached to shares
Submitted on 6 Feb 2023
Repayment History
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